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 | $37,963 | $142,382-73.3% | $87,989-56.9% | $142,382-73.3% |
| Participation rate | 36.4% | 80.1%-43.8pp | 63.6%-27.2pp | 80.1%-43.8pp |
| Annual return | 18.96% | 217.08%-198.1pp | 15.56%+3.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,215 | $4,299-71.7% | $3,527-65.5% | $4,299-71.7% |
| Participant deferral / active EE | $3,219 | $6,507-50.5% | $6,172-47.8% | $6,507-50.5% |
| Admin fee / account holder | $3,517 | $12,624-72.1% | $3,281+7.2% | $12,624-72.1% |