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 | $27,962 | $149,040-81.2% | $120,225-76.7% | $137,256-79.6% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 24.21% | 605.68%-581.5pp | 439.23%-415.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,186 | $4,350-49.7% | $3,475-37.1% | $4,156-47.4% |
| Participant deferral / active EE | $4,829 | $4,655+3.7% | $3,999+20.8% | $6,407-24.6% |
| Admin fee / account holder | $2,991 | $6,348-52.9% | $5,696-47.5% | $12,270-75.6% |