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 | $45,575 | $154,117-70.4% | $129,995-64.9% | $139,434-67.3% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 15.16% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,249 | $5,289-76.4% | $4,320-71.1% | $4,751-73.7% |
| Participant deferral / active EE | $4,582 | $6,710-31.7% | $5,820-21.3% | $6,710-31.7% |
| Admin fee / account holder | $624 | $14,007-95.5% | $10,614-94.1% | $11,403-94.5% |