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 | $42,445 | $123,909-65.7% | $69,647-39.1% | $145,922-70.9% |
| Participation rate | 45.8% | 69.2%-23.4pp | 66.5%-20.6pp | 80.3%-34.4pp |
| Annual return | 14.98% | 190.55%-175.6pp | 100.48%-85.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $970 | $2,682-63.8% | $1,712-43.4% | $4,660-79.2% |
| Participant deferral / active EE | $3,847 | $4,236-9.2% | $2,886+33.3% | $6,688-42.5% |
| Admin fee / account holder | $2,860 | $7,863-63.6% | $4,713-39.3% | $13,397-78.7% |