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 | $63,611 | $111,814-43.1% | $93,654-32.1% | $145,959-56.4% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 40.13% | 203.30%-163.2pp | 133.34%-93.2pp | 561.95%-521.8pp |
| Employer contribution / active EE | $2,217 | $3,092-28.3% | $2,421-8.4% | $4,661-52.4% |
| Participant deferral / active EE | $4,706 | $4,914-4.2% | $4,413+6.7% | $6,689-29.6% |
| Admin fee / account holder | $532 | $10,246-94.8% | $8,282-93.6% | $13,398-96.0% |