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 | $86,959 | $159,901-45.6% | $146,958-40.8% | $145,922-40.4% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-16.9pp | 80.3%-15.1pp |
| Annual return | 16.06% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,027 | $5,286-80.6% | $4,933-79.2% | $4,660-78.0% |
| Participant deferral / active EE | $7,861 | $8,428-6.7% | $8,070-2.6% | $6,688+17.5% |
| Admin fee / account holder | $28,349 | $15,044+88.4% | $12,998+118.1% | $13,397+111.6% |