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 | $37,496 | $159,901-76.6% | $146,958-74.5% | $145,922-74.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.35% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $5,610 | $5,286+6.1% | $4,933+13.7% | $4,660+20.4% |
| Participant deferral / active EE | $7,553 | $8,428-10.4% | $8,070-6.4% | $6,688+12.9% |
| Admin fee / account holder | $36,906 | $15,044+145.3% | $12,998+183.9% | $13,397+175.5% |