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 | $47,925 | $202,432-76.3% | $169,368-71.7% | $139,434-65.6% |
| Participation rate | 68.2% | 81.1%-12.9pp | 77.1%-9.0pp | 80.3%-12.1pp |
| Annual return | 36.94% | 531.74%-494.8pp | 405.60%-368.7pp | 372.94%-336.0pp |
| Employer contribution / active EE | $2,991 | $4,692-36.3% | $4,013-25.5% | $4,751-37.0% |
| Participant deferral / active EE | $6,524 | $6,938-6.0% | $6,221+4.9% | $6,710-2.8% |
| Admin fee / account holder | $3,303 | $10,708-69.2% | $9,003-63.3% | $11,403-71.0% |