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 5-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 | $46,215 | $118,450-61.0% | $98,439-53.1% | $139,434-66.9% |
| Participation rate | 29.4% | 77.4%-48.0pp | 75.2%-45.7pp | 80.3%-50.9pp |
| Annual return | 12.18% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $6,237 | $3,609+72.8% | $3,048+104.6% | $4,751+31.3% |
| Participant deferral / active EE | $16,887 | $5,392+213.2% | $4,738+256.4% | $6,710+151.7% |
| Admin fee / account holder | $54,560 | $14,026+289.0% | $8,948+509.8% | $11,403+378.5% |