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 | $46,827 | $67,823-31.0% | $52,425-10.7% | $137,256-65.9% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 17.88% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,080 | $1,163-7.2% | $914+18.1% | $4,156-74.0% |
| Participant deferral / active EE | $3,455 | $2,288+51.0% | $1,790+93.0% | $6,407-46.1% |
| Admin fee / account holder | $418 | $2,844-85.3% | $2,495-83.2% | $12,270-96.6% |