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 | $57,436 | $148,534-61.3% | $135,903-57.7% | $139,434-58.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 146.81% | 79.19%+67.6pp | 68.23%+78.6pp | 372.94%-226.1pp |
| Employer contribution / active EE | $1,418 | $5,243-72.9% | $4,856-70.8% | $4,751-70.1% |
| Participant deferral / active EE | $4,900 | $8,100-39.5% | $7,758-36.8% | $6,710-27.0% |
| Admin fee / account holder | $505 | $12,400-95.9% | $10,762-95.3% | $11,403-95.6% |