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 | $24,029 | $95,561-74.9% | $77,163-68.9% | $139,434-82.8% |
| Participation rate | 55.6% | 73.9%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | 18.47% | 54.92%-36.5pp | 37.87%-19.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $653 | $3,147-79.2% | $2,535-74.2% | $4,751-86.2% |
| Participant deferral / active EE | $1,637 | $4,624-64.6% | $3,833-57.3% | $6,710-75.6% |
| Admin fee / account holder | $549 | $8,295-93.4% | $5,472-90.0% | $11,403-95.2% |