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 | $55,492 | $109,881-49.5% | $150,045-63.0% | $84,808-34.6% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.3pp | 68.3%-6.2pp |
| Annual return | 85.75% | 28.25%+57.5pp | 62.55%+23.2pp | 40.90%+44.9pp |
| Employer contribution / active EE | $1,295 | $3,561-63.6% | $4,693-72.4% | $2,631-50.8% |
| Participant deferral / active EE | $6,802 | $6,636+2.5% | $7,997-14.9% | $4,212+61.5% |
| Admin fee / account holder | $4,636 | $8,568-45.9% | $13,435-65.5% | $7,344-36.9% |