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 | $37,964 | $109,982-65.5% | $97,226-61.0% | $145,922-74.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 19.48% | 242.90%-223.4pp | 75.13%-55.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $450 | $3,084-85.4% | $2,729-83.5% | $4,660-90.3% |
| Participant deferral / active EE | $1,189 | $4,676-74.6% | $4,264-72.1% | $6,688-82.2% |
| Admin fee / account holder | $5,267 | $6,221-15.3% | $5,654-6.8% | $13,397-60.7% |