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 | $19,662 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 25.22% | 79.19%-54.0pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,823 | $5,243-46.2% | $4,856-41.9% | $4,751-40.6% |
| Participant deferral / active EE | $5,255 | $8,100-35.1% | $7,758-32.3% | $6,710-21.7% |
| Admin fee / account holder | $713 | $12,400-94.2% | $10,762-93.4% | $11,403-93.7% |