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 | $37,013 | $140,940-73.7% | $112,229-67.0% | $139,434-73.5% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.36% | 32.71%-19.3pp | 30.20%-16.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,946 | $4,283-31.2% | $3,430-14.1% | $4,751-38.0% |
| Participant deferral / active EE | $2,522 | $5,874-57.1% | $4,798-47.4% | $6,710-62.4% |
| Admin fee / account holder | $13,680 | $9,954+37.4% | $7,748+76.5% | $11,403+20.0% |