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 | $111,174 | $177,572-37.4% | $154,803-28.2% | $142,382-21.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 21.03% | 65.07%-44.0pp | 58.88%-37.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $11,615 | $4,810+141.5% | $4,305+169.8% | $4,299+170.2% |
| Participant deferral / active EE | $5,100 | $6,272-18.7% | $5,540-8.0% | $6,507-21.6% |
| Admin fee / account holder | $829 | $16,786-95.1% | $14,329-94.2% | $12,624-93.4% |