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 | $68,467 | $110,261-37.9% | $95,745-28.5% | $139,434-50.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 22.91% | 27.11%-4.2pp | 28.35%-5.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,179 | $3,257+59.0% | $2,835+82.7% | $4,751+9.0% |
| Participant deferral / active EE | $8,438 | $4,676+80.5% | $4,245+98.8% | $6,710+25.7% |
| Admin fee / account holder | $840 | $6,613-87.3% | $5,678-85.2% | $11,403-92.6% |