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 | $33,619 | $202,432-83.4% | $169,368-80.2% | $139,434-75.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.12% | 531.74%-509.6pp | 405.60%-383.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,255 | $4,692-52.0% | $4,013-43.8% | $4,751-52.5% |
| Participant deferral / active EE | $7,435 | $6,938+7.2% | $6,221+19.5% | $6,710+10.8% |
| Admin fee / account holder | $808 | $10,708-92.5% | $9,003-91.0% | $11,403-92.9% |