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 | $6,697 | $95,266-93.0% | $82,389-91.9% | $142,382-95.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 22.27% | 25.74%-3.5pp | 28.67%-6.4pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,009 | $2,991+0.6% | $2,517+19.5% | $4,299-30.0% |
| Participant deferral / active EE | $8,365 | $4,809+73.9% | $4,155+101.3% | $6,507+28.5% |
| Admin fee / account holder | $19,855 | $8,563+131.9% | $7,231+174.6% | $12,624+57.3% |