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 | $12,453 | $106,515-88.3% | $96,683-87.1% | $139,434-91.1% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | 29.48% | 38.43%-8.9pp | 35.69%-6.2pp | 372.94%-343.5pp |
| Employer contribution / active EE | $3,357 | $4,103-18.2% | $3,737-10.1% | $4,751-29.3% |
| Participant deferral / active EE | $5,358 | $5,454-1.8% | $4,878+9.8% | $6,710-20.1% |
| Admin fee / account holder | $1,547 | $7,877-80.4% | $6,730-77.0% | $11,403-86.4% |