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 | $30,978 | $106,515-70.9% | $96,683-68.0% | $139,434-77.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 25.52% | 38.43%-12.9pp | 35.69%-10.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $943 | $4,103-77.0% | $3,737-74.8% | $4,751-80.2% |
| Participant deferral / active EE | $11,294 | $5,454+107.1% | $4,878+131.5% | $6,710+68.3% |
| Admin fee / account holder | $1,046 | $7,877-86.7% | $6,730-84.5% | $11,403-90.8% |