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 | $28,042 | $105,126-73.3% | $94,646-70.4% | $139,434-79.9% |
| Participation rate | 63.2% | 82.4%-19.2pp | 80.8%-17.7pp | 80.3%-17.2pp |
| Annual return | 29.33% | 38.03%-8.7pp | 156.71%-127.4pp | 372.94%-343.6pp |
| Employer contribution / active EE | $4,220 | $4,106+2.8% | $3,672+14.9% | $4,751-11.2% |
| Participant deferral / active EE | $7,588 | $7,599-0.2% | $7,418+2.3% | $6,710+13.1% |
| Admin fee / account holder | $816 | $8,984-90.9% | $7,231-88.7% | $11,403-92.8% |