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 | $114,402 | $91,538+25.0% | $129,995-12.0% | $75,163+52.2% |
| Participation rate | 65.4% | 71.4%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 16.13% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,129 | $2,845-25.2% | $4,320-50.7% | $2,670-20.3% |
| Participant deferral / active EE | $8,516 | $4,341+96.2% | $5,820+46.3% | $4,125+106.4% |
| Admin fee / account holder | $14,742 | $6,790+117.1% | $10,614+38.9% | $5,651+160.9% |