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 | $68,707 | $175,202-60.8% | $149,673-54.1% | $139,434-50.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 28.07% | 166.71%-138.6pp | 134.42%-106.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $7,545 | $5,474+37.8% | $4,818+56.6% | $4,751+58.8% |
| Participant deferral / active EE | $7,502 | $6,519+15.1% | $5,680+32.1% | $6,710+11.8% |
| Admin fee / account holder | $438 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |