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 5-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 | $70,250 | $118,450-40.7% | $98,439-28.6% | $139,434-49.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 29.92% | 18.94%+11.0pp | 21.16%+8.8pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,399 | $3,609-61.2% | $3,048-54.1% | $4,751-70.5% |
| Participant deferral / active EE | $14,000 | $5,392+159.7% | $4,738+195.5% | $6,710+108.6% |
| Admin fee / account holder | $310 | $14,026-97.8% | $8,948-96.5% | $11,403-97.3% |