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 | $31,250 | $74,888-58.3% | $71,209-56.1% | $142,382-78.1% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.8%-50.7pp | 80.1%-57.0pp |
| Annual return | 14.06% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $519 | $2,854-81.8% | $2,721-80.9% | $4,299-87.9% |
| Participant deferral / active EE | $776 | $4,454-82.6% | $4,175-81.4% | $6,507-88.1% |
| Admin fee / account holder | $449 | $5,568-91.9% | $5,349-91.6% | $12,624-96.4% |