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 | $68,225 | $111,754-39.0% | $103,333-34.0% | $145,922-53.2% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 24.99% | 24.77%+0.2pp | 24.88%+0.1pp | 561.29%-536.3pp |
| Employer contribution / active EE | $1,653 | $4,212-60.8% | $3,868-57.3% | $4,660-64.5% |
| Participant deferral / active EE | $5,662 | $5,619+0.8% | $5,057+11.9% | $6,688-15.3% |
| Admin fee / account holder | $748 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |