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 | $27,595 | $183,519-85.0% | $155,509-82.3% | $145,922-81.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 43.95% | 61.17%-17.2pp | 64.67%-20.7pp | 561.29%-517.3pp |
| Employer contribution / active EE | $2,089 | $5,313-60.7% | $4,672-55.3% | $4,660-55.2% |
| Participant deferral / active EE | $6,817 | $6,462+5.5% | $5,626+21.2% | $6,688+1.9% |
| Admin fee / account holder | $6,914 | $19,313-64.2% | $15,912-56.5% | $13,397-48.4% |