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 | $19,851 | $133,922-85.2% | $116,228-82.9% | $142,382-86.1% |
| Participation rate | 58.8% | 77.9%-19.0pp | 74.6%-15.7pp | 80.1%-21.3pp |
| Annual return | 17.65% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,705 | $3,446-50.5% | $2,994-43.1% | $4,299-60.3% |
| Participant deferral / active EE | $2,314 | $5,672-59.2% | $4,953-53.3% | $6,507-64.4% |
| Admin fee / account holder | $4,504 | $14,945-69.9% | $11,989-62.4% | $12,624-64.3% |