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 | $75,685 | $209,336-63.8% | $197,124-61.6% | $137,256-44.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.45% | 48.09%-34.6pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,662 | $6,591-14.1% | $6,227-9.1% | $4,156+36.2% |
| Participant deferral / active EE | $8,049 | $9,614-16.3% | $9,135-11.9% | $6,407+25.6% |
| Admin fee / account holder | $9,842 | $17,308-43.1% | $16,298-39.6% | $12,270-19.8% |