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 | $45,379 | $118,427-61.7% | $66,042-31.3% | $142,382-68.1% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 15.05% | 35.57%-20.5pp | 52.11%-37.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,366 | $2,570-46.8% | $1,579-13.5% | $4,299-68.2% |
| Participant deferral / active EE | $5,086 | $4,311+18.0% | $2,835+79.4% | $6,507-21.8% |
| Admin fee / account holder | $494 | $9,593-94.9% | $5,747-91.4% | $12,624-96.1% |