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 | $26,250 | $127,264-79.4% | $109,895-76.1% | $167,490-84.3% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.2%-16.3pp | 82.1%-24.2pp |
| Annual return | 17.25% | 22.97%-5.7pp | 29.45%-12.2pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,861 | $3,322-13.9% | $2,842+0.7% | $4,837-40.9% |
| Participant deferral / active EE | $4,298 | $4,514-4.8% | $4,048+6.2% | $6,341-32.2% |
| Admin fee / account holder | $2,826 | $7,114-60.3% | $6,066-53.4% | $12,309-77.0% |