See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,004 | $111,754-16.8% | $103,333-10.0% | $145,922-36.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.69% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,817 | $4,212+14.3% | $3,868+24.5% | $4,660+3.4% |
| Participant deferral / active EE | $7,527 | $5,619+34.0% | $5,057+48.8% | $6,688+12.5% |
| Admin fee / account holder | $903 | $9,750-90.7% | $8,355-89.2% | $13,397-93.3% |