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 | $36,407 | $177,572-79.5% | $154,803-76.5% | $142,382-74.4% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 101.22% | 65.07%+36.1pp | 58.88%+42.3pp | 217.08%-115.9pp |
| Employer contribution / active EE | $2,039 | $4,810-57.6% | $4,305-52.6% | $4,299-52.6% |
| Participant deferral / active EE | $4,412 | $6,272-29.7% | $5,540-20.4% | $6,507-32.2% |
| Admin fee / account holder | $13,405 | $16,786-20.1% | $14,329-6.4% | $12,624+6.2% |