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 | $38,456 | $172,111-77.7% | $150,298-74.4% | $137,256-72.0% |
| Participation rate | 43.5% | 81.7%-38.2pp | 77.8%-34.3pp | 80.0%-36.5pp |
| Annual return | 22.19% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,299 | $4,636-72.0% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $2,780 | $6,166-54.9% | $5,453-49.0% | $6,407-56.6% |
| Admin fee / account holder | $795 | $16,471-95.2% | $14,116-94.4% | $12,270-93.5% |