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 | $91,117 | $183,592-50.4% | $155,567-41.4% | $145,959-37.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.29% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,425 | $5,315-35.6% | $4,674-26.7% | $4,661-26.5% |
| Participant deferral / active EE | $5,470 | $6,464-15.4% | $5,628-2.8% | $6,689-18.2% |
| Admin fee / account holder | $460 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |