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 | $28,358 | $74,888-62.1% | $71,209-60.2% | $142,382-80.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 20.77% | 345.14%-324.4pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $490 | $2,854-82.8% | $2,721-82.0% | $4,299-88.6% |
| Participant deferral / active EE | $1,828 | $4,454-59.0% | $4,175-56.2% | $6,507-71.9% |
| Admin fee / account holder | $315 | $5,568-94.3% | $5,349-94.1% | $12,624-97.5% |