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 5-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 | $47,001 | $172,111-72.7% | $150,298-68.7% | $137,256-65.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.41% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,411 | $4,636-48.0% | $4,154-42.0% | $4,156-42.0% |
| Participant deferral / active EE | $8,889 | $6,166+44.2% | $5,453+63.0% | $6,407+38.7% |
| Admin fee / account holder | $385 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |