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 | $59,637 | $94,338-36.8% | $100,534-40.7% | $142,382-58.1% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 17.67% | 29.20%-11.5pp | 32.66%-15.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,639 | $4,237-14.1% | $4,346-16.3% | $4,299-15.4% |
| Participant deferral / active EE | $7,136 | $5,934+20.2% | $6,144+16.1% | $6,507+9.7% |
| Admin fee / account holder | $6,164 | $8,421-26.8% | $7,654-19.5% | $12,624-51.2% |