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 | $20,891 | $106,515-80.4% | $96,683-78.4% | $139,434-85.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 18.71% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,432 | $4,103-40.7% | $3,737-34.9% | $4,751-48.8% |
| Participant deferral / active EE | $6,262 | $5,454+14.8% | $4,878+28.4% | $6,710-6.7% |
| Admin fee / account holder | $4,979 | $7,877-36.8% | $6,730-26.0% | $11,403-56.3% |