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 | $107,452-76.4% | $91,541-72.3% | $142,382-82.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.49% | 22.06%-8.6pp | 20.50%-7.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,663 | $2,994+22.3% | $2,505+46.3% | $4,299-14.8% |
| Participant deferral / active EE | $9,225 | $4,754+94.0% | $4,008+130.2% | $6,507+41.8% |
| Admin fee / account holder | $24,472 | $8,834+177.0% | $6,956+251.8% | $12,624+93.9% |