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 | $25,257 | $108,912-76.8% | $100,383-74.8% | $145,959-82.7% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 29.53% | 57.96%-28.4pp | 49.26%-19.7pp | 561.95%-532.4pp |
| Employer contribution / active EE | $2,031 | $4,423-54.1% | $3,944-48.5% | $4,661-56.4% |
| Participant deferral / active EE | $4,462 | $8,451-47.2% | $8,086-44.8% | $6,689-33.3% |
| Admin fee / account holder | $1,841 | $9,690-81.0% | $7,900-76.7% | $13,398-86.3% |