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 | $30,699 | $96,635-68.2% | $86,612-64.6% | $139,434-78.0% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 16.68% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,155 | $3,263-64.6% | $3,022-61.8% | $4,751-75.7% |
| Participant deferral / active EE | $2,385 | $4,836-50.7% | $4,438-46.3% | $6,710-64.5% |
| Admin fee / account holder | $408 | $6,408-93.6% | $5,614-92.7% | $11,403-96.4% |