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 | $28,597 | $111,724-74.4% | $93,606-69.4% | $145,922-80.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.73% | 202.98%-191.2pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,059 | $3,090-65.7% | $2,420-56.2% | $4,660-77.3% |
| Participant deferral / active EE | $1,499 | $4,912-69.5% | $4,411-66.0% | $6,688-77.6% |
| Admin fee / account holder | $1,831 | $10,250-82.1% | $8,285-77.9% | $13,397-86.3% |