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 | $85,154 | $106,515-20.1% | $96,683-11.9% | $139,434-38.9% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 63.63% | 38.43%+25.2pp | 35.69%+27.9pp | 372.94%-309.3pp |
| Employer contribution / active EE | $851 | $4,103-79.3% | $3,737-77.2% | $4,751-82.1% |
| Participant deferral / active EE | $4,500 | $5,454-17.5% | $4,878-7.8% | $6,710-32.9% |
| Admin fee / account holder | $492 | $7,877-93.8% | $6,730-92.7% | $11,403-95.7% |