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 | $18,816 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 64.11% | 38.43%+25.7pp | 35.69%+28.4pp | 372.94%-308.8pp |
| Employer contribution / active EE | $2,225 | $4,103-45.8% | $3,737-40.5% | $4,751-53.2% |
| Participant deferral / active EE | $7,660 | $5,454+40.5% | $4,878+57.0% | $6,710+14.2% |
| Admin fee / account holder | $539 | $7,877-93.2% | $6,730-92.0% | $11,403-95.3% |