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 | $59,794 | $68,346-12.5% | $94,646-36.8% | $75,163-20.4% |
| Participation rate | 65.3% | 76.1%-10.8pp | 80.8%-15.5pp | 67.2%-1.9pp |
| Annual return | 17.02% | 616.93%-599.9pp | 156.71%-139.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,199 | $2,701+18.5% | $3,672-12.9% | $2,670+19.8% |
| Participant deferral / active EE | $8,955 | $6,537+37.0% | $7,418+20.7% | $4,125+117.1% |
| Admin fee / account holder | $21,209 | $5,326+298.2% | $7,231+193.3% | $5,651+275.3% |