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 | $20,525 | $111,814-81.6% | $103,374-80.1% | $145,959-85.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 21.14% | 24.77%-3.6pp | 24.89%-3.8pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,460 | $4,214-65.3% | $3,869-62.3% | $4,661-68.7% |
| Participant deferral / active EE | $2,510 | $5,618-55.3% | $5,058-50.4% | $6,689-62.5% |
| Admin fee / account holder | $1,072 | $9,754-89.0% | $8,394-87.2% | $13,398-92.0% |