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 | $41,263 | $108,919-62.1% | $100,391-58.9% | $145,922-71.7% |
| Participation rate | 69.6% | 82.9%-13.4pp | 81.5%-11.9pp | 80.3%-10.7pp |
| Annual return | 17.34% | 57.88%-40.5pp | 49.20%-31.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,425 | $4,419-45.1% | $3,942-38.5% | $4,660-48.0% |
| Participant deferral / active EE | $10,083 | $8,445+19.4% | $8,082+24.8% | $6,688+50.8% |
| Admin fee / account holder | $2,728 | $9,689-71.8% | $7,899-65.5% | $13,397-79.6% |