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 | $30,957 | $173,345-82.1% | $136,007-77.2% | $145,922-78.8% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.73% | 1163.32%-1146.6pp | 579.32%-562.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,794 | $5,278-47.1% | $4,217-33.7% | $4,660-40.0% |
| Participant deferral / active EE | $4,728 | $8,699-45.6% | $7,025-32.7% | $6,688-29.3% |
| Admin fee / account holder | $2,969 | $9,954-70.2% | $6,858-56.7% | $13,397-77.8% |