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 | $87,054 | $100,773-13.6% | $88,946-2.1% | $142,382-38.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 18.40% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,327 | $2,918+48.3% | $2,555+69.4% | $4,299+0.7% |
| Participant deferral / active EE | $11,322 | $5,230+116.5% | $4,581+147.1% | $6,507+74.0% |
| Admin fee / account holder | $1,851 | $9,693-80.9% | $8,261-77.6% | $12,624-85.3% |