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 | $40,533 | $117,983-65.6% | $101,794-60.2% | $142,382-71.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.19% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,234 | $2,773-55.5% | $2,289-46.1% | $4,299-71.3% |
| Participant deferral / active EE | $2,420 | $4,714-48.7% | $4,084-40.8% | $6,507-62.8% |
| Admin fee / account holder | $3,982 | $10,433-61.8% | $8,777-54.6% | $12,624-68.5% |