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 6-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 | $45,036 | $90,348-50.2% | $75,972-40.7% | $145,922-69.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 10.80% | 620.88%-610.1pp | 359.55%-348.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $685 | $3,311-79.3% | $2,685-74.5% | $4,660-85.3% |
| Participant deferral / active EE | $5,270 | $5,162+2.1% | $4,255+23.8% | $6,688-21.2% |
| Admin fee / account holder | $12,625 | $8,467+49.1% | $6,467+95.2% | $13,397-5.8% |