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 | $35,166 | $148,534-76.3% | $135,903-74.1% | $139,434-74.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 29.17% | 79.19%-50.0pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $14,169 | $5,243+170.2% | $4,856+191.8% | $4,751+198.2% |
| Participant deferral / active EE | $13,549 | $8,100+67.3% | $7,758+74.6% | $6,710+101.9% |
| Admin fee / account holder | $3,912 | $12,400-68.5% | $10,762-63.7% | $11,403-65.7% |