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 | $58,280 | $127,065-54.1% | $113,168-48.5% | $142,382-59.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.91% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,992 | $3,442-42.1% | $2,975-33.1% | $4,299-53.7% |
| Participant deferral / active EE | $4,684 | $5,716-18.1% | $5,107-8.3% | $6,507-28.0% |
| Admin fee / account holder | $437 | $15,736-97.2% | $12,068-96.4% | $12,624-96.5% |