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 | $66,632 | $165,984-59.9% | $164,813-59.6% | $145,922-54.3% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 10.52% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,915 | $5,273-63.7% | $4,341-55.9% | $4,660-58.9% |
| Participant deferral / active EE | $5,851 | $6,959-15.9% | $6,031-3.0% | $6,688-12.5% |
| Admin fee / account holder | $20,052 | $16,648+20.5% | $12,690+58.0% | $13,397+49.7% |