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 | $54,808 | $140,940-61.1% | $112,229-51.2% | $139,434-60.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 23.96% | 32.71%-8.7pp | 30.20%-6.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $5,172 | $4,283+20.7% | $3,430+50.8% | $4,751+8.9% |
| Participant deferral / active EE | $11,324 | $5,874+92.8% | $4,798+136.0% | $6,710+68.8% |
| Admin fee / account holder | $2,051 | $9,954-79.4% | $7,748-73.5% | $11,403-82.0% |