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 | $25,575 | $126,574-79.8% | $106,213-75.9% | $145,922-82.5% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-21.9pp |
| Annual return | 15.40% | 224.79%-209.4pp | 116.14%-100.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,693 | $3,730-54.6% | $3,171-46.6% | $4,660-63.7% |
| Participant deferral / active EE | $3,132 | $5,724-45.3% | $5,016-37.6% | $6,688-53.2% |
| Admin fee / account holder | $784 | $17,304-95.5% | $11,033-92.9% | $13,397-94.1% |