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 | $79,071 | $104,974-24.7% | $95,585-17.3% | $142,382-44.5% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 14.78% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $937 | $2,779-66.3% | $2,527-62.9% | $4,299-78.2% |
| Participant deferral / active EE | $2,179 | $4,352-49.9% | $4,023-45.8% | $6,507-66.5% |
| Admin fee / account holder | $538 | $6,386-91.6% | $6,127-91.2% | $12,624-95.7% |