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 | $33,982 | $106,515-68.1% | $96,683-64.9% | $139,434-75.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 32.51% | 38.43%-5.9pp | 35.69%-3.2pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,175 | $4,103-47.0% | $3,737-41.8% | $4,751-54.2% |
| Participant deferral / active EE | $3,976 | $5,454-27.1% | $4,878-18.5% | $6,710-40.8% |
| Admin fee / account holder | $685 | $7,877-91.3% | $6,730-89.8% | $11,403-94.0% |