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 | $39,089 | $111,724-65.0% | $93,606-58.2% | $145,922-73.2% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 13.00% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $635 | $3,090-79.4% | $2,420-73.7% | $4,660-86.4% |
| Participant deferral / active EE | $2,655 | $4,912-46.0% | $4,411-39.8% | $6,688-60.3% |
| Admin fee / account holder | $876 | $10,250-91.5% | $8,285-89.4% | $13,397-93.5% |