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 | $42,954 | $97,125-55.8% | $86,233-50.2% | $137,256-68.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 21.10% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,092 | $2,841-26.4% | $2,504-16.5% | $4,156-49.7% |
| Participant deferral / active EE | $12,311 | $5,180+137.7% | $4,559+170.0% | $6,407+92.2% |
| Admin fee / account holder | $776 | $9,725-92.0% | $8,342-90.7% | $12,270-93.7% |