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 | $47,495 | $99,918-52.5% | $81,382-41.6% | $145,922-67.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 17.18% | 34.32%-17.1pp | 24.73%-7.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,541 | $2,978+52.5% | $2,463+84.4% | $4,660-2.5% |
| Participant deferral / active EE | $5,676 | $4,605+23.3% | $3,883+46.2% | $6,688-15.1% |
| Admin fee / account holder | $340 | $8,212-95.9% | $5,768-94.1% | $13,397-97.5% |