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 | $31,935 | $165,984-80.8% | $164,813-80.6% | $145,922-78.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 11.86% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,579 | $5,273+5.8% | $4,341+28.5% | $4,660+19.7% |
| Participant deferral / active EE | $6,784 | $6,959-2.5% | $6,031+12.5% | $6,688+1.4% |
| Admin fee / account holder | $21,608 | $16,648+29.8% | $12,690+70.3% | $13,397+61.3% |