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 | $14,565 | $69,207-79.0% | $64,056-77.3% | $139,434-89.6% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 74.22% | 45.88%+28.3pp | 33.69%+40.5pp | 372.94%-298.7pp |
| Employer contribution / active EE | $1,820 | $3,182-42.8% | $2,747-33.7% | $4,751-61.7% |
| Participant deferral / active EE | $5,418 | $4,682+15.7% | $3,880+39.6% | $6,710-19.3% |
| Admin fee / account holder | $650 | $4,244-84.7% | $3,068-78.8% | $11,403-94.3% |