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 | $22,287 | $68,097-67.3% | $62,929-64.6% | $137,256-83.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 29.01% | 1859.11%-1830.1pp | 1063.93%-1034.9pp | 220.34%-191.3pp |
| Employer contribution / active EE | $5,652 | $2,811+101.1% | $2,505+125.7% | $4,156+36.0% |
| Participant deferral / active EE | $12,204 | $4,553+168.1% | $3,888+213.9% | $6,407+90.5% |
| Admin fee / account holder | $3,539 | $6,521-45.7% | $5,065-30.1% | $12,270-71.2% |