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 | $22,313 | $154,117-85.5% | $129,995-82.8% | $139,434-84.0% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.5%-40.4pp | 80.3%-42.2pp |
| Annual return | 25.08% | 32.48%-7.4pp | -137.18%+162.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,181 | $5,289-77.7% | $4,320-72.7% | $4,751-75.1% |
| Participant deferral / active EE | $2,342 | $6,710-65.1% | $5,820-59.8% | $6,710-65.1% |
| Admin fee / account holder | $343 | $14,007-97.5% | $10,614-96.8% | $11,403-97.0% |