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 | $30,774 | $99,877-69.2% | $84,966-63.8% | $145,922-78.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 18.49% | 83.76%-65.3pp | 66.38%-47.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,783 | $3,231-44.8% | $2,727-34.6% | $4,660-61.7% |
| Participant deferral / active EE | $3,924 | $5,291-25.8% | $4,519-13.2% | $6,688-41.3% |
| Admin fee / account holder | $1,300 | $7,248-82.1% | $6,149-78.9% | $13,397-90.3% |