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 | $25,013 | $90,348-72.3% | $75,972-67.1% | $145,922-82.9% |
| Participation rate | 65.2% | 74.5%-9.2pp | 69.1%-3.8pp | 80.3%-15.1pp |
| Annual return | 14.15% | 620.88%-606.7pp | 359.55%-345.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,438 | $3,311-26.4% | $2,685-9.2% | $4,660-47.7% |
| Participant deferral / active EE | $4,184 | $5,162-18.9% | $4,255-1.7% | $6,688-37.4% |
| Admin fee / account holder | $2,599 | $8,467-69.3% | $6,467-59.8% | $13,397-80.6% |