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 | $22,723 | $73,933-69.3% | $96,683-76.5% | $75,163-69.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 53.27% | 26.70%+26.6pp | 35.69%+17.6pp | 160.62%-107.3pp |
| Employer contribution / active EE | $1,123 | $2,928-61.7% | $3,737-70.0% | $2,670-58.0% |
| Participant deferral / active EE | $2,777 | $3,659-24.1% | $4,878-43.1% | $4,125-32.7% |
| Admin fee / account holder | $403 | $5,216-92.3% | $6,730-94.0% | $5,651-92.9% |