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 | $42,575 | $111,535-61.8% | $105,223-59.5% | $137,256-69.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 27.38% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,738 | $3,939-55.9% | $3,689-52.9% | $4,156-58.2% |
| Participant deferral / active EE | $2,962 | $5,500-46.1% | $5,072-41.6% | $6,407-53.8% |
| Admin fee / account holder | $2,666 | $9,721-72.6% | $8,859-69.9% | $12,270-78.3% |