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 4-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 | $72,419 | $150,197-51.8% | $120,368-39.8% | $145,959-50.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 13.96% | 154.26%-140.3pp | 107.26%-93.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,209 | $4,350-49.2% | $3,465-36.2% | $4,661-52.6% |
| Participant deferral / active EE | $5,651 | $6,174-8.5% | $4,991+13.2% | $6,689-15.5% |
| Admin fee / account holder | $5,676 | $12,216-53.5% | $9,429-39.8% | $13,398-57.6% |