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 | $7,777 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 54.84% | 74.19%-19.3pp | 61.39%-6.5pp | 220.34%-165.5pp |
| Employer contribution / active EE | $6,751 | $2,841+137.6% | $2,504+169.6% | $4,156+62.4% |
| Participant deferral / active EE | $10,157 | $5,180+96.1% | $4,559+122.8% | $6,407+58.5% |
| Admin fee / account holder | $469 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |