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 | $67,813 | $172,111-60.6% | $150,298-54.9% | $137,256-50.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 16.31% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,379 | $4,636-48.7% | $4,154-42.7% | $4,156-42.8% |
| Participant deferral / active EE | $7,780 | $6,166+26.2% | $5,453+42.7% | $6,407+21.4% |
| Admin fee / account holder | $33,143 | $16,471+101.2% | $14,116+134.8% | $12,270+170.1% |