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 | $88,438 | $159,901-44.7% | $146,958-39.8% | $145,922-39.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.19% | 98.13%-82.9pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,703 | $5,286-67.8% | $4,933-65.5% | $4,660-63.5% |
| Participant deferral / active EE | $7,049 | $8,428-16.4% | $8,070-12.7% | $6,688+5.4% |
| Admin fee / account holder | $398 | $15,044-97.4% | $12,998-96.9% | $13,397-97.0% |