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 | $44,315 | $100,852-56.1% | $90,404-51.0% | $158,922-72.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 18.94% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $832 | $3,689-77.4% | $3,262-74.5% | $4,761-82.5% |
| Participant deferral / active EE | $892 | $4,348-79.5% | $3,963-77.5% | $5,982-85.1% |
| Admin fee / account holder | $361 | $6,501-94.4% | $5,611-93.6% | $11,246-96.8% |