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 | $23,702 | $111,724-78.8% | $93,606-74.7% | $145,922-83.8% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 20.01% | 202.98%-183.0pp | 133.20%-113.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,036 | $3,090-66.5% | $2,420-57.2% | $4,660-77.8% |
| Participant deferral / active EE | $1,309 | $4,912-73.4% | $4,411-70.3% | $6,688-80.4% |
| Admin fee / account holder | $1,591 | $10,250-84.5% | $8,285-80.8% | $13,397-88.1% |