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 | $20,061 | $105,126-80.9% | $94,646-78.8% | $139,434-85.6% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 18.71% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,998 | $4,106-27.0% | $3,672-18.4% | $4,751-36.9% |
| Participant deferral / active EE | $4,305 | $7,599-43.4% | $7,418-42.0% | $6,710-35.8% |
| Admin fee / account holder | $5,461 | $8,984-39.2% | $7,231-24.5% | $11,403-52.1% |