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 | $50,720 | $117,841-57.0% | $102,423-50.5% | $145,922-65.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.51% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,081 | $3,615-14.8% | $3,023+1.9% | $4,660-33.9% |
| Participant deferral / active EE | $7,686 | $5,731+34.1% | $5,053+52.1% | $6,688+14.9% |
| Admin fee / account holder | $866 | $13,326-93.5% | $9,451-90.8% | $13,397-93.5% |