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 | $33,800 | $97,125-65.2% | $86,233-60.8% | $137,256-75.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 15.98% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,512 | $2,841+23.6% | $2,504+40.2% | $4,156-15.5% |
| Participant deferral / active EE | $10,497 | $5,180+102.7% | $4,559+130.2% | $6,407+63.8% |
| Admin fee / account holder | $4,298 | $9,725-55.8% | $8,342-48.5% | $12,270-65.0% |