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 | $104,142 | $124,425-16.3% | $112,040-7.0% | $137,256-24.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 12.57% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,061 | $3,411+48.3% | $2,954+71.3% | $4,156+21.8% |
| Participant deferral / active EE | $17,648 | $5,718+208.6% | $5,098+246.2% | $6,407+175.4% |
| Admin fee / account holder | $40,483 | $15,207+166.2% | $12,098+234.6% | $12,270+229.9% |