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 3-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 | $31,831 | $74,888-57.5% | $71,209-55.3% | $142,382-77.6% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 109.29% | 345.14%-235.9pp | 282.51%-173.2pp | 217.08%-107.8pp |
| Employer contribution / active EE | $923 | $2,854-67.7% | $2,721-66.1% | $4,299-78.5% |
| Participant deferral / active EE | $2,894 | $4,454-35.0% | $4,175-30.7% | $6,507-55.5% |
| Admin fee / account holder | $485 | $5,568-91.3% | $5,349-90.9% | $12,624-96.2% |