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 6-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 | $37,924 | $111,724-66.1% | $93,606-59.5% | $145,922-74.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 12.55% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,226 | $3,090+36.8% | $2,420+74.6% | $4,660-9.3% |
| Participant deferral / active EE | $1,811 | $4,912-63.1% | $4,411-58.9% | $6,688-72.9% |
| Admin fee / account holder | $1,693 | $10,250-83.5% | $8,285-79.6% | $13,397-87.4% |