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 | $30,115 | $99,877-69.8% | $84,966-64.6% | $145,922-79.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 19.60% | 83.76%-64.2pp | 66.38%-46.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,531 | $3,231+9.3% | $2,727+29.5% | $4,660-24.2% |
| Participant deferral / active EE | $5,395 | $5,291+2.0% | $4,519+19.4% | $6,688-19.3% |
| Admin fee / account holder | $355 | $7,248-95.1% | $6,149-94.2% | $13,397-97.4% |