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 | $87,020 | $109,982-20.9% | $97,226-10.5% | $145,922-40.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 12.21% | 242.90%-230.7pp | 75.13%-62.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,529 | $3,084-50.4% | $2,729-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $25,338 | $4,676+441.9% | $4,264+494.3% | $6,688+278.9% |
| Admin fee / account holder | $2,452 | $6,221-60.6% | $5,654-56.6% | $13,397-81.7% |