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 | $30,483 | $105,181-71.0% | $159,436-80.9% | $85,850-64.5% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,466 | $3,318-55.8% | $4,829-69.6% | $2,565-42.8% |
| Participant deferral / active EE | $2,713 | $5,945-54.4% | $7,352-63.1% | $3,952-31.4% |
| Admin fee / account holder | $2,863 | $6,933-58.7% | $10,799-73.5% | $6,260-54.3% |