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 | $63,898 | $117,841-45.8% | $102,423-37.6% | $145,922-56.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 23.05% | 31.65%-8.6pp | 29.32%-6.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,414 | $3,615-33.2% | $3,023-20.2% | $4,660-48.2% |
| Participant deferral / active EE | $5,574 | $5,731-2.7% | $5,053+10.3% | $6,688-16.7% |
| Admin fee / account holder | $648 | $13,326-95.1% | $9,451-93.1% | $13,397-95.2% |