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 | $50,775 | $117,983-57.0% | $101,794-50.1% | $142,382-64.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 16.73% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,659 | $2,773+248.4% | $2,289+322.0% | $4,299+124.7% |
| Participant deferral / active EE | $3,333 | $4,714-29.3% | $4,084-18.4% | $6,507-48.8% |
| Admin fee / account holder | $2,312 | $10,433-77.8% | $8,777-73.7% | $12,624-81.7% |