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 | $46,929 | $111,754-58.0% | $103,333-54.6% | $145,922-67.8% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 22.69% | 24.77%-2.1pp | 24.88%-2.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $3,515 | $4,212-16.6% | $3,868-9.1% | $4,660-24.6% |
| Participant deferral / active EE | $5,697 | $5,619+1.4% | $5,057+12.6% | $6,688-14.8% |
| Admin fee / account holder | $3,674 | $9,750-62.3% | $8,355-56.0% | $13,397-72.6% |