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 | $45,533 | $165,984-72.6% | $164,813-72.4% | $145,922-68.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.39% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,741 | $5,273-48.0% | $4,341-36.9% | $4,660-41.2% |
| Participant deferral / active EE | $4,393 | $6,959-36.9% | $6,031-27.2% | $6,688-34.3% |
| Admin fee / account holder | $2,296 | $16,648-86.2% | $12,690-81.9% | $13,397-82.9% |