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 | $27,563 | $175,202-84.3% | $149,673-81.6% | $139,434-80.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.54% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,756 | $5,474-49.6% | $4,818-42.8% | $4,751-42.0% |
| Participant deferral / active EE | $7,483 | $6,519+14.8% | $5,680+31.8% | $6,710+11.5% |
| Admin fee / account holder | $1,306 | $16,150-91.9% | $13,210-90.1% | $11,403-88.5% |