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 | $169,805 | $133,922+26.8% | $116,228+46.1% | $142,382+19.3% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.6%-20.0pp | 80.1%-25.6pp |
| Annual return | 20.76% | 147.76%-127.0pp | 90.06%-69.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,512 | $3,446-56.1% | $2,994-49.5% | $4,299-64.8% |
| Participant deferral / active EE | $6,031 | $5,672+6.3% | $4,953+21.8% | $6,507-7.3% |
| Admin fee / account holder | $737 | $14,945-95.1% | $11,989-93.9% | $12,624-94.2% |