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 | $59,086 | $108,912-45.7% | $100,383-41.1% | $145,959-59.5% |
| Participation rate | 69.6% | 83.0%-13.4pp | 81.5%-11.9pp | 80.3%-10.7pp |
| Annual return | 13.85% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,880 | $4,423-34.9% | $3,944-27.0% | $4,661-38.2% |
| Participant deferral / active EE | $7,452 | $8,451-11.8% | $8,086-7.8% | $6,689+11.4% |
| Admin fee / account holder | $7,209 | $9,690-25.6% | $7,900-8.7% | $13,398-46.2% |