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 3-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 | $55,764 | $172,478-67.7% | $145,661-61.7% | $142,382-60.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 18.51% | 151.09%-132.6pp | 101.46%-82.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $13,299 | $4,899+171.5% | $4,238+213.8% | $4,299+209.4% |
| Participant deferral / active EE | $19,522 | $8,348+133.8% | $7,198+171.2% | $6,507+200.0% |
| Admin fee / account holder | $15,226 | $16,864-9.7% | $12,466+22.1% | $12,624+20.6% |