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 | $43,660 | $118,450-63.1% | $98,439-55.6% | $139,434-68.7% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 24.54% | 18.94%+5.6pp | 21.16%+3.4pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,790 | $3,609-22.7% | $3,048-8.5% | $4,751-41.3% |
| Participant deferral / active EE | $11,448 | $5,392+112.3% | $4,738+141.6% | $6,710+70.6% |
| Admin fee / account holder | $323 | $14,026-97.7% | $8,948-96.4% | $11,403-97.2% |