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 | $39,849 | $93,571-57.4% | $135,903-70.7% | $75,163-47.0% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.6pp |
| Annual return | 65.68% | 30.90%+34.8pp | 68.23%-2.6pp | 160.62%-94.9pp |
| Employer contribution / active EE | $3,773 | $3,537+6.7% | $4,856-22.3% | $2,670+41.3% |
| Participant deferral / active EE | $7,856 | $6,404+22.7% | $7,758+1.3% | $4,125+90.4% |
| Admin fee / account holder | $3,268 | $6,975-53.1% | $10,762-69.6% | $5,651-42.2% |