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 | $40,550 | $126,574-68.0% | $106,213-61.8% | $145,922-72.2% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 13.52% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,433 | $3,730-34.8% | $3,171-23.3% | $4,660-47.8% |
| Participant deferral / active EE | $5,376 | $5,724-6.1% | $5,016+7.2% | $6,688-19.6% |
| Admin fee / account holder | $20,953 | $17,304+21.1% | $11,033+89.9% | $13,397+56.4% |