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 | $36,110 | $109,982-67.2% | $97,226-62.9% | $145,922-75.3% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 15.97% | 242.90%-226.9pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,753 | $3,084-43.2% | $2,729-35.8% | $4,660-62.4% |
| Participant deferral / active EE | $3,401 | $4,676-27.3% | $4,264-20.2% | $6,688-49.2% |
| Admin fee / account holder | $1,145 | $6,221-81.6% | $5,654-79.7% | $13,397-91.5% |