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 | $113,657 | $183,519-38.1% | $155,509-26.9% | $145,922-22.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 11.08% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,107 | $5,313-22.7% | $4,672-12.1% | $4,660-11.9% |
| Participant deferral / active EE | $7,667 | $6,462+18.6% | $5,626+36.3% | $6,688+14.6% |
| Admin fee / account holder | $657 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |