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 | $31,763 | $106,515-70.2% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 12.63% | 38.43%-25.8pp | 35.69%-23.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $5,404 | $4,103+31.7% | $3,737+44.6% | $4,751+13.8% |
| Participant deferral / active EE | $3,550 | $5,454-34.9% | $4,878-27.2% | $6,710-47.1% |
| Admin fee / account holder | $2,877 | $7,877-63.5% | $6,730-57.2% | $11,403-74.8% |