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 | $51,066 | $74,888-31.8% | $71,209-28.3% | $142,382-64.1% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 17.44% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,515 | $2,854+23.1% | $2,721+29.2% | $4,299-18.2% |
| Participant deferral / active EE | $7,344 | $4,454+64.9% | $4,175+75.9% | $6,507+12.9% |
| Admin fee / account holder | $1,968 | $5,568-64.7% | $5,349-63.2% | $12,624-84.4% |