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 | $34,814 | $106,515-67.3% | $96,683-64.0% | $139,434-75.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.08% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,440 | $4,103-64.9% | $3,737-61.5% | $4,751-69.7% |
| Participant deferral / active EE | $5,510 | $5,454+1.0% | $4,878+12.9% | $6,710-17.9% |
| Admin fee / account holder | $625 | $7,877-92.1% | $6,730-90.7% | $11,403-94.5% |