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 | $108,181 | $74,888+44.5% | $71,209+51.9% | $142,382-24.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 20.66% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $487 | $2,854-82.9% | $2,721-82.1% | $4,299-88.7% |
| Participant deferral / active EE | $2,350 | $4,454-47.2% | $4,175-43.7% | $6,507-63.9% |
| Admin fee / account holder | $570 | $5,568-89.8% | $5,349-89.3% | $12,624-95.5% |