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 | $19,457 | $99,918-80.5% | $81,382-76.1% | $145,922-86.7% |
| Participation rate | 44.4% | 74.2%-29.7pp | 69.5%-25.0pp | 80.3%-35.8pp |
| Annual return | 42.69% | 34.32%+8.4pp | 24.73%+18.0pp | 561.29%-518.6pp |
| Employer contribution / active EE | $1,326 | $2,978-55.5% | $2,463-46.1% | $4,660-71.5% |
| Participant deferral / active EE | $3,590 | $4,605-22.1% | $3,883-7.6% | $6,688-46.3% |
| Admin fee / account holder | $382 | $8,212-95.4% | $5,768-93.4% | $13,397-97.2% |