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 | $62,876 | $179,726-65.0% | $156,263-59.8% | $142,382-55.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 21.99% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,406 | $5,069-72.3% | $4,333-67.5% | $4,299-67.3% |
| Participant deferral / active EE | $8,903 | $6,956+28.0% | $6,158+44.6% | $6,507+36.8% |
| Admin fee / account holder | $720 | $17,272-95.8% | $14,255-95.0% | $12,624-94.3% |