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 | $29,439 | $46,553-36.8% | $64,056-54.0% | $75,163-60.8% |
| Participation rate | 55.9% | 65.9%-10.1pp | 72.3%-16.4pp | 67.2%-11.3pp |
| Annual return | 27.41% | 26.03%+1.4pp | 33.69%-6.3pp | 160.62%-133.2pp |
| Employer contribution / active EE | $2,912 | $1,974+47.5% | $2,747+6.0% | $2,670+9.1% |
| Participant deferral / active EE | $4,872 | $2,837+71.7% | $3,880+25.6% | $4,125+18.1% |
| Admin fee / account holder | $7,109 | $2,952+140.8% | $3,068+131.7% | $5,651+25.8% |