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 | $32,509 | $117,983-72.4% | $101,794-68.1% | $142,382-77.2% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 15.64% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,339 | $2,773-15.6% | $2,289+2.2% | $4,299-45.6% |
| Participant deferral / active EE | $4,108 | $4,714-12.8% | $4,084+0.6% | $6,507-36.9% |
| Admin fee / account holder | $565 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |