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 | $30,230 | $74,888-59.6% | $71,209-57.5% | $142,382-78.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 96.80% | 345.14%-248.3pp | 282.51%-185.7pp | 217.08%-120.3pp |
| Employer contribution / active EE | $2,092 | $2,854-26.7% | $2,721-23.1% | $4,299-51.3% |
| Participant deferral / active EE | $2,702 | $4,454-39.3% | $4,175-35.3% | $6,507-58.5% |
| Admin fee / account holder | $4,271 | $5,568-23.3% | $5,349-20.2% | $12,624-66.2% |