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 | $22,409 | $106,543-79.0% | $91,220-75.4% | $134,475-83.3% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | 98.14% | 160.60%-62.5pp | 114.01%-15.9pp | 417.96%-319.8pp |
| Employer contribution / active EE | $2,447 | $3,331-26.5% | $2,850-14.1% | $4,740-48.4% |
| Participant deferral / active EE | $3,594 | $4,719-23.8% | $4,234-15.1% | $6,400-43.8% |
| Admin fee / account holder | $429 | $6,231-93.1% | $5,420-92.1% | $11,426-96.2% |