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 | $23,391 | $150,187-84.4% | $120,354-80.6% | $145,922-84.0% |
| Participation rate | 35.0% | 78.8%-43.8pp | 71.9%-36.9pp | 80.3%-45.3pp |
| Annual return | 13.53% | 154.07%-140.5pp | 107.15%-93.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,330 | $4,348-69.4% | $3,463-61.6% | $4,660-71.5% |
| Participant deferral / active EE | $2,081 | $6,173-66.3% | $4,991-58.3% | $6,688-68.9% |
| Admin fee / account holder | $8,255 | $12,207-32.4% | $9,423-12.4% | $13,397-38.4% |