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 | $64,662 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.38% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,342 | $5,286-55.7% | $4,933-52.5% | $4,660-49.7% |
| Participant deferral / active EE | $8,475 | $8,428+0.6% | $8,070+5.0% | $6,688+26.7% |
| Admin fee / account holder | $2,102 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |