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 | $44,173 | $101,724-56.6% | $164,813-73.2% | $80,856-45.4% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.6%+0.1pp |
| Annual return | 19.94% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,392 | $2,953+14.8% | $4,341-21.9% | $2,755+23.1% |
| Participant deferral / active EE | $8,245 | $4,477+84.2% | $6,031+36.7% | $4,296+91.9% |
| Admin fee / account holder | $3,956 | $8,227-51.9% | $12,690-68.8% | $6,918-42.8% |