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 | $45,417 | $111,724-59.3% | $93,606-51.5% | $145,922-68.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 8.82% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,379 | $3,090-55.4% | $2,420-43.0% | $4,660-70.4% |
| Participant deferral / active EE | $3,675 | $4,912-25.2% | $4,411-16.7% | $6,688-45.1% |
| Admin fee / account holder | $599 | $10,250-94.2% | $8,285-92.8% | $13,397-95.5% |