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 5-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 | $39,458 | $111,754-64.7% | $103,333-61.8% | $145,922-73.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 17.23% | 24.77%-7.5pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,310 | $4,212-45.2% | $3,868-40.3% | $4,660-50.4% |
| Participant deferral / active EE | $10,104 | $5,619+79.8% | $5,057+99.8% | $6,688+51.1% |
| Admin fee / account holder | $12,945 | $9,750+32.8% | $8,355+54.9% | $13,397-3.4% |