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 | $33,800 | $105,126-67.8% | $94,646-64.3% | $139,434-75.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 17.82% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,475 | $4,106-64.1% | $3,672-59.8% | $4,751-69.0% |
| Participant deferral / active EE | $2,622 | $7,599-65.5% | $7,418-64.7% | $6,710-60.9% |
| Admin fee / account holder | $358 | $8,984-96.0% | $7,231-95.1% | $11,403-96.9% |