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 5-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 | $82,225 | $148,534-44.6% | $135,903-39.5% | $139,434-41.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 33.56% | 79.19%-45.6pp | 68.23%-34.7pp | 372.94%-339.4pp |
| Employer contribution / active EE | $13,213 | $5,243+152.0% | $4,856+172.1% | $4,751+178.1% |
| Participant deferral / active EE | $9,025 | $8,100+11.4% | $7,758+16.3% | $6,710+34.5% |
| Admin fee / account holder | $1,195 | $12,400-90.4% | $10,762-88.9% | $11,403-89.5% |