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 | $76,886 | $124,425-38.2% | $112,040-31.4% | $137,256-44.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 11.38% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,019 | $3,411-11.5% | $2,954+2.2% | $4,156-27.4% |
| Participant deferral / active EE | $8,422 | $5,718+47.3% | $5,098+65.2% | $6,407+31.4% |
| Admin fee / account holder | $56,157 | $15,207+269.3% | $12,098+364.2% | $12,270+357.7% |