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 | $49,995 | $86,286-42.1% | $111,297-55.1% | $85,850-41.8% |
| Participation rate | 65.0% | 73.3%-8.3pp | 77.3%-12.3pp | 69.3%-4.3pp |
| Annual return | 13.28% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $720 | $2,043-64.8% | $2,731-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $2,278 | $3,641-37.4% | $4,487-49.2% | $3,952-42.4% |
| Admin fee / account holder | $1,795 | $8,188-78.1% | $7,964-77.5% | $6,260-71.3% |