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 | $63,990 | $201,272-68.2% | $184,203-65.3% | $145,922-56.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.75% | 29.00%-9.2pp | 28.81%-9.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $17,975 | $7,022+156.0% | $6,427+179.7% | $4,660+285.8% |
| Participant deferral / active EE | $19,695 | $9,806+100.8% | $9,131+115.7% | $6,688+194.5% |
| Admin fee / account holder | $18,152 | $16,364+10.9% | $13,901+30.6% | $13,397+35.5% |