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 3-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 | $39,044 | $111,724-65.1% | $93,606-58.3% | $145,922-73.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.0pp |
| Annual return | 13.00% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,872 | $3,090-39.4% | $2,420-22.6% | $4,660-59.8% |
| Participant deferral / active EE | $6,015 | $4,912+22.5% | $4,411+36.4% | $6,688-10.1% |
| Admin fee / account holder | $1,845 | $10,250-82.0% | $8,285-77.7% | $13,397-86.2% |