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 | $23,834 | $118,450-79.9% | $98,439-75.8% | $139,434-82.9% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 23.05% | 18.94%+4.1pp | 21.16%+1.9pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,538 | $3,609-57.4% | $3,048-49.6% | $4,751-67.6% |
| Participant deferral / active EE | $3,170 | $5,392-41.2% | $4,738-33.1% | $6,710-52.8% |
| Admin fee / account holder | $38,716 | $14,026+176.0% | $8,948+332.7% | $11,403+239.5% |