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 | $47,796 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 21.33% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,545 | $5,243-51.5% | $4,856-47.6% | $4,751-46.4% |
| Participant deferral / active EE | $9,309 | $8,100+14.9% | $7,758+20.0% | $6,710+38.7% |
| Admin fee / account holder | $8,220 | $12,400-33.7% | $10,762-23.6% | $11,403-27.9% |