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 | $41,750 | $117,841-64.6% | $102,423-59.2% | $145,922-71.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.65% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,810 | $3,615-22.3% | $3,023-7.1% | $4,660-39.7% |
| Participant deferral / active EE | $4,400 | $5,731-23.2% | $5,053-12.9% | $6,688-34.2% |
| Admin fee / account holder | $96,013 | $13,326+620.5% | $9,451+915.9% | $13,397+616.7% |