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 | $57,044 | $99,918-42.9% | $81,382-29.9% | $145,922-60.9% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.6pp | 80.3%-26.4pp |
| Annual return | 12.15% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,294 | $2,978+44.2% | $2,463+74.4% | $4,660-7.8% |
| Participant deferral / active EE | $5,381 | $4,605+16.9% | $3,883+38.6% | $6,688-19.5% |
| Admin fee / account holder | $649 | $8,212-92.1% | $5,768-88.8% | $13,397-95.2% |