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 | $29,850 | $74,888-60.1% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 15.80% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,153 | $2,854-24.6% | $2,721-20.9% | $4,299-49.9% |
| Participant deferral / active EE | $5,792 | $4,454+30.0% | $4,175+38.7% | $6,507-11.0% |
| Admin fee / account holder | $411 | $5,568-92.6% | $5,349-92.3% | $12,624-96.7% |