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 | $24,429 | $148,534-83.6% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 70.16% | 79.19%-9.0pp | 68.23%+1.9pp | 372.94%-302.8pp |
| Employer contribution / active EE | $1,499 | $5,243-71.4% | $4,856-69.1% | $4,751-68.4% |
| Participant deferral / active EE | $3,466 | $8,100-57.2% | $7,758-55.3% | $6,710-48.4% |
| Admin fee / account holder | $10,349 | $12,400-16.5% | $10,762-3.8% | $11,403-9.2% |