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 | $68,500 | $117,841-41.9% | $102,423-33.1% | $145,922-53.1% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 18.04% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,149 | $3,615-68.2% | $3,023-62.0% | $4,660-75.3% |
| Participant deferral / active EE | $3,016 | $5,731-47.4% | $5,053-40.3% | $6,688-54.9% |
| Admin fee / account holder | $302 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |