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 | $75,798 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 17.38% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,753 | $4,636-19.1% | $4,154-9.7% | $4,156-9.7% |
| Participant deferral / active EE | $5,809 | $6,166-5.8% | $5,453+6.5% | $6,407-9.3% |
| Admin fee / account holder | $44,583 | $16,471+170.7% | $14,116+215.8% | $12,270+263.3% |