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 | $25,339 | $102,245-75.2% | $89,340-71.6% | $137,256-81.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.49% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,663 | $2,529+44.8% | $2,231+64.2% | $4,156-11.9% |
| Participant deferral / active EE | $9,225 | $4,436+107.9% | $3,823+141.3% | $6,407+44.0% |
| Admin fee / account holder | $24,472 | $8,085+202.7% | $6,704+265.1% | $12,270+99.4% |