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 | $29,876 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.33% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,185 | $5,313-77.7% | $4,672-74.6% | $4,660-74.6% |
| Participant deferral / active EE | $4,277 | $6,462-33.8% | $5,626-24.0% | $6,688-36.0% |
| Admin fee / account holder | $3,789 | $19,313-80.4% | $15,912-76.2% | $13,397-71.7% |