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 | $25,435 | $58,208-56.3% | $81,812-68.9% | $80,856-68.5% |
| Participation rate | 65.4% | 63.4%+2.0pp | 72.3%-7.0pp | 67.6%-2.3pp |
| Annual return | 22.47% | 41.66%-19.2pp | 773.79%-751.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $440 | $2,340-81.2% | $2,912-84.9% | $2,755-84.0% |
| Participant deferral / active EE | $6,660 | $3,281+103.0% | $4,319+54.2% | $4,296+55.0% |
| Admin fee / account holder | $3,332 | $4,981-33.1% | $7,386-54.9% | $6,918-51.8% |