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 | $38,517 | $201,272-80.9% | $184,203-79.1% | $145,922-73.6% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.7pp |
| Annual return | 19.17% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,481 | $7,022-50.4% | $6,427-45.8% | $4,660-25.3% |
| Participant deferral / active EE | $9,068 | $9,806-7.5% | $9,131-0.7% | $6,688+35.6% |
| Admin fee / account holder | $742 | $16,364-95.5% | $13,901-94.7% | $13,397-94.5% |