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 | $63,672 | $100,773-36.8% | $88,946-28.4% | $142,382-55.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 23.04% | 70.18%-47.1pp | 57.82%-34.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,740 | $2,918+131.0% | $2,555+163.8% | $4,299+56.8% |
| Participant deferral / active EE | $11,750 | $5,230+124.7% | $4,581+156.5% | $6,507+80.6% |
| Admin fee / account holder | $467 | $9,693-95.2% | $8,261-94.4% | $12,624-96.3% |