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 | $34,501 | $102,317-66.3% | $146,958-76.5% | $80,856-57.3% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 17.23% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,443 | $3,713-34.2% | $4,933-50.5% | $2,755-11.3% |
| Participant deferral / active EE | $3,622 | $6,644-45.5% | $8,070-55.1% | $4,296-15.7% |
| Admin fee / account holder | $1,541 | $7,941-80.6% | $12,998-88.1% | $6,918-77.7% |