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 | $36,899 | $46,553-20.7% | $64,056-42.4% | $75,163-50.9% |
| Participation rate | 30.0% | 65.9%-35.9pp | 72.3%-42.3pp | 67.2%-37.2pp |
| Annual return | 6446.81% | 26.03%+6420.8pp | 33.69%+6413.1pp | 160.62%+6286.2pp |
| Employer contribution / active EE | $1,242 | $1,974-37.1% | $2,747-54.8% | $2,670-53.5% |
| Participant deferral / active EE | $1,678 | $2,837-40.8% | $3,880-56.7% | $4,125-59.3% |
| Admin fee / account holder | $545 | $2,952-81.5% | $3,068-82.2% | $5,651-90.4% |