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 | $43,251 | $158,398-72.7% | $126,539-65.8% | $142,382-69.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 21.67% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,023 | $4,650-13.5% | $3,674+9.5% | $4,299-6.4% |
| Participant deferral / active EE | $6,454 | $4,767+35.4% | $4,083+58.1% | $6,507-0.8% |
| Admin fee / account holder | $13,107 | $6,918+89.5% | $6,065+116.1% | $12,624+3.8% |