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 | $54,462 | $177,572-69.3% | $154,803-64.8% | $142,382-61.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 25.40% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,485 | $4,810-69.1% | $4,305-65.5% | $4,299-65.5% |
| Participant deferral / active EE | $6,855 | $6,272+9.3% | $5,540+23.7% | $6,507+5.3% |
| Admin fee / account holder | $1,396 | $16,786-91.7% | $14,329-90.3% | $12,624-88.9% |