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 | $16,654 | $99,877-83.3% | $84,966-80.4% | $145,922-88.6% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.3pp | 80.3%-17.1pp |
| Annual return | 22.42% | 83.76%-61.3pp | 66.38%-44.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,463 | $3,231-54.7% | $2,727-46.4% | $4,660-68.6% |
| Participant deferral / active EE | $2,529 | $5,291-52.2% | $4,519-44.0% | $6,688-62.2% |
| Admin fee / account holder | $1,512 | $7,248-79.1% | $6,149-75.4% | $13,397-88.7% |