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 | $50,451 | $109,982-54.1% | $97,226-48.1% | $145,922-65.4% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 10.75% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,354 | $3,084-56.1% | $2,729-50.4% | $4,660-70.9% |
| Participant deferral / active EE | $6,445 | $4,676+37.8% | $4,264+51.2% | $6,688-3.6% |
| Admin fee / account holder | $15,324 | $6,221+146.3% | $5,654+171.1% | $13,397+14.4% |