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 | $25,228 | $103,376-75.6% | $87,100-71.0% | $152,861-83.5% |
| Participation rate | 38.5% | 79.3%-40.9pp | 76.9%-38.4pp | 82.4%-44.0pp |
| Annual return | 42.87% | 28.10%+14.8pp | 28.19%+14.7pp | 345.32%-302.5pp |
| Employer contribution / active EE | $829 | $3,220-74.3% | $2,521-67.1% | $4,762-82.6% |
| Participant deferral / active EE | $5,521 | $4,778+15.5% | $4,049+36.4% | $5,850-5.6% |
| Admin fee / account holder | $904 | $12,205-92.6% | $7,497-87.9% | $11,596-92.2% |