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 | $214,378-64.7% | $200,582-62.3% | $142,382-46.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 13.45% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,662 | $6,841-17.2% | $6,419-11.8% | $4,299+31.7% |
| Participant deferral / active EE | $8,049 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $9,842 | $17,692-44.4% | $16,305-39.6% | $12,624-22.0% |