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 3-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 | $56,158 | $161,352-65.2% | $134,172-58.1% | $137,256-59.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 113.84% | 28.72%+85.1pp | 25.30%+88.5pp | 220.34%-106.5pp |
| Employer contribution / active EE | $3,861 | $4,099-5.8% | $3,420+12.9% | $4,156-7.1% |
| Participant deferral / active EE | $6,508 | $5,552+17.2% | $4,690+38.8% | $6,407+1.6% |
| Admin fee / account holder | $30,400 | $15,028+102.3% | $12,016+153.0% | $12,270+147.8% |