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 | $16,743 | $105,126-84.1% | $94,646-82.3% | $139,434-88.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 21.73% | 38.03%-16.3pp | 156.71%-135.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,783 | $4,106+16.5% | $3,672+30.2% | $4,751+0.7% |
| Participant deferral / active EE | $5,015 | $7,599-34.0% | $7,418-32.4% | $6,710-25.3% |
| Admin fee / account holder | $1,736 | $8,984-80.7% | $7,231-76.0% | $11,403-84.8% |