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 | $51,553 | $97,125-46.9% | $86,233-40.2% | $137,256-62.4% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 24.13% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,626 | $2,841-42.8% | $2,504-35.1% | $4,156-60.9% |
| Participant deferral / active EE | $3,096 | $5,180-40.2% | $4,559-32.1% | $6,407-51.7% |
| Admin fee / account holder | $321 | $9,725-96.7% | $8,342-96.2% | $12,270-97.4% |