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 | $17,571 | $102,616-82.9% | $81,983-78.6% | $158,922-88.9% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.2%-32.9pp | 82.0%-45.6pp |
| Annual return | 72.59% | 61.04%+11.5pp | 41.31%+31.3pp | 302.83%-230.2pp |
| Employer contribution / active EE | $1,325 | $3,240-59.1% | $2,498-47.0% | $4,761-72.2% |
| Participant deferral / active EE | $3,608 | $4,648-22.4% | $3,722-3.1% | $5,982-39.7% |
| Admin fee / account holder | $1,185 | $8,235-85.6% | $5,664-79.1% | $11,246-89.5% |