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 | $47,125 | $202,432-76.7% | $169,368-72.2% | $139,434-66.2% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 19.10% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,244 | $4,692-52.2% | $4,013-44.1% | $4,751-52.8% |
| Participant deferral / active EE | $7,294 | $6,938+5.1% | $6,221+17.2% | $6,710+8.7% |
| Admin fee / account holder | $576 | $10,708-94.6% | $9,003-93.6% | $11,403-94.9% |