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 | $59,270 | $172,111-65.6% | $150,298-60.6% | $137,256-56.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.79% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,224 | $4,636+55.8% | $4,154+73.9% | $4,156+73.8% |
| Participant deferral / active EE | $3,262 | $6,166-47.1% | $5,453-40.2% | $6,407-49.1% |
| Admin fee / account holder | $1,557 | $16,471-90.5% | $14,116-89.0% | $12,270-87.3% |