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 3-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 | $43,224 | $210,648-79.5% | $177,989-75.7% | $145,922-70.4% |
| Participation rate | 30.8% | 80.8%-50.0pp | 77.1%-46.3pp | 80.3%-49.5pp |
| Annual return | 12.58% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,158 | $4,565-74.6% | $3,949-70.7% | $4,660-75.1% |
| Participant deferral / active EE | $2,501 | $6,958-64.1% | $6,276-60.1% | $6,688-62.6% |
| Admin fee / account holder | $840 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |