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 | $74,071 | $127,065-41.7% | $113,168-34.5% | $142,382-48.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 13.73% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,918 | $3,442-44.3% | $2,975-35.5% | $4,299-55.4% |
| Participant deferral / active EE | $2,240 | $5,716-60.8% | $5,107-56.1% | $6,507-65.6% |
| Admin fee / account holder | $600 | $15,736-96.2% | $12,068-95.0% | $12,624-95.2% |