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 | $67,050 | $54,558+22.9% | $76,002-11.8% | $74,546-10.1% |
| Participation rate | 38.3% | 60.3%-22.1pp | 69.1%-30.8pp | 67.2%-29.0pp |
| Annual return | 19.07% | 31.83%-12.8pp | 360.07%-341.0pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $2,145 | $1,778+20.6% | $2,688-20.2% | $2,624-18.3% |
| Participant deferral / active EE | $3,973 | $3,065+29.6% | $4,257-6.7% | $4,347-8.6% |
| Admin fee / account holder | $2,489 | $2,232+11.5% | $6,414-61.2% | $1,944+28.1% |