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 | $11,579 | $106,515-89.1% | $96,683-88.0% | $139,434-91.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 30.56% | 38.43%-7.9pp | 35.69%-5.1pp | 372.94%-342.4pp |
| Employer contribution / active EE | $1,966 | $4,103-52.1% | $3,737-47.4% | $4,751-58.6% |
| Participant deferral / active EE | $1,898 | $5,454-65.2% | $4,878-61.1% | $6,710-71.7% |
| Admin fee / account holder | $580 | $7,877-92.6% | $6,730-91.4% | $11,403-94.9% |