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 | $75,365 | $111,535-32.4% | $105,223-28.4% | $137,256-45.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.27% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,600 | $3,939-59.4% | $3,689-56.6% | $4,156-61.5% |
| Participant deferral / active EE | $3,900 | $5,500-29.1% | $5,072-23.1% | $6,407-39.1% |
| Admin fee / account holder | $623 | $9,721-93.6% | $8,859-93.0% | $12,270-94.9% |