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 | $40,857 | $111,724-63.4% | $93,606-56.4% | $145,922-72.0% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 11.50% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,118 | $3,090-31.5% | $2,420-12.5% | $4,660-54.6% |
| Participant deferral / active EE | $5,114 | $4,912+4.1% | $4,411+15.9% | $6,688-23.5% |
| Admin fee / account holder | $14,861 | $10,250+45.0% | $8,285+79.4% | $13,397+10.9% |