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 | $7,803 | $99,877-92.2% | $84,966-90.8% | $145,922-94.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.12% | 83.76%-69.6pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,832 | $3,231-43.3% | $2,727-32.8% | $4,660-60.7% |
| Participant deferral / active EE | $2,228 | $5,291-57.9% | $4,519-50.7% | $6,688-66.7% |
| Admin fee / account holder | $1,509 | $7,248-79.2% | $6,149-75.5% | $13,397-88.7% |