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 4-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 | $35,254 | $150,187-76.5% | $120,354-70.7% | $145,922-75.8% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 13.23% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,517 | $4,348-65.1% | $3,463-56.2% | $4,660-67.4% |
| Participant deferral / active EE | $2,945 | $6,173-52.3% | $4,991-41.0% | $6,688-56.0% |
| Admin fee / account holder | $333 | $12,207-97.3% | $9,423-96.5% | $13,397-97.5% |