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 | $100,773-66.5% | $88,946-62.0% | $142,382-76.3% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.8%-7.3pp | 80.1%-18.6pp |
| Annual return | 15.98% | 70.18%-54.2pp | 57.82%-41.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,512 | $2,918+20.4% | $2,555+37.5% | $4,299-18.3% |
| Participant deferral / active EE | $10,497 | $5,230+100.7% | $4,581+129.1% | $6,507+61.3% |
| Admin fee / account holder | $4,298 | $9,693-55.7% | $8,261-48.0% | $12,624-66.0% |