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 | $90,912 | $111,724-18.6% | $93,606-2.9% | $145,922-37.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 11.81% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $625 | $3,090-79.8% | $2,420-74.2% | $4,660-86.6% |
| Participant deferral / active EE | $5,528 | $4,912+12.6% | $4,411+25.3% | $6,688-17.3% |
| Admin fee / account holder | $1,409 | $10,250-86.3% | $8,285-83.0% | $13,397-89.5% |