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 | $115,155 | $183,519-37.3% | $155,509-25.9% | $145,922-21.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 33.78% | 61.17%-27.4pp | 64.67%-30.9pp | 561.29%-527.5pp |
| Employer contribution / active EE | $2,543 | $5,313-52.1% | $4,672-45.6% | $4,660-45.4% |
| Participant deferral / active EE | $6,507 | $6,462+0.7% | $5,626+15.7% | $6,688-2.7% |
| Admin fee / account holder | $397 | $19,313-97.9% | $15,912-97.5% | $13,397-97.0% |