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 | $96,766 | $175,202-44.8% | $149,673-35.3% | $139,434-30.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 38.31% | 166.71%-128.4pp | 134.42%-96.1pp | 372.94%-334.6pp |
| Employer contribution / active EE | $2,961 | $5,474-45.9% | $4,818-38.5% | $4,751-37.7% |
| Participant deferral / active EE | $10,250 | $6,519+57.2% | $5,680+80.5% | $6,710+52.8% |
| Admin fee / account holder | $1,028 | $16,150-93.6% | $13,210-92.2% | $11,403-91.0% |