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 | $40,605 | $77,899-47.9% | $149,673-72.9% | $75,163-46.0% |
| Participation rate | 63.7% | 65.6%-1.8pp | 78.8%-15.0pp | 67.2%-3.4pp |
| Annual return | 70.25% | 31.72%+38.5pp | 134.42%-64.2pp | 160.62%-90.4pp |
| Employer contribution / active EE | $4,281 | $3,137+36.5% | $4,818-11.1% | $2,670+60.4% |
| Participant deferral / active EE | $9,087 | $3,411+166.4% | $5,680+60.0% | $4,125+120.3% |
| Admin fee / account holder | $1,396 | $5,956-76.6% | $13,210-89.4% | $5,651-75.3% |