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 | $27,911 | $183,592-84.8% | $155,567-82.1% | $145,959-80.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.09% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,086 | $5,315-60.7% | $4,674-55.4% | $4,661-55.2% |
| Participant deferral / active EE | $5,972 | $6,464-7.6% | $5,628+6.1% | $6,689-10.7% |
| Admin fee / account holder | $819 | $19,318-95.8% | $15,916-94.9% | $13,398-93.9% |