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 | $43,053 | $183,592-76.5% | $155,567-72.3% | $145,959-70.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.41% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,294 | $5,315-75.7% | $4,674-72.3% | $4,661-72.2% |
| Participant deferral / active EE | $2,607 | $6,464-59.7% | $5,628-53.7% | $6,689-61.0% |
| Admin fee / account holder | $336 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |