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 | $31,942 | $83,902-61.9% | $167,512-80.9% | $84,808-62.3% |
| Participation rate | 37.0% | 66.5%-29.4pp | 77.1%-40.0pp | 68.3%-31.3pp |
| Annual return | 17.42% | 91.55%-74.1pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $962 | $2,264-57.5% | $3,882-75.2% | $2,631-63.4% |
| Participant deferral / active EE | $3,291 | $4,442-25.9% | $6,405-48.6% | $4,212-21.9% |
| Admin fee / account holder | $5,360 | $7,915-32.3% | $9,769-45.1% | $7,344-27.0% |