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 | $24,982 | $99,918-75.0% | $81,382-69.3% | $145,922-82.9% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 11.99% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,142 | $2,978-61.6% | $2,463-53.6% | $4,660-75.5% |
| Participant deferral / active EE | $1,728 | $4,605-62.5% | $3,883-55.5% | $6,688-74.2% |
| Admin fee / account holder | $2,994 | $8,212-63.5% | $5,768-48.1% | $13,397-77.7% |