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 | $20,929 | $114,381-81.7% | $107,525-80.5% | $142,382-85.3% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 16.40% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,850 | $4,015-53.9% | $3,754-50.7% | $4,299-57.0% |
| Participant deferral / active EE | $3,113 | $5,564-44.0% | $5,116-39.1% | $6,507-52.2% |
| Admin fee / account holder | $2,244 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |