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 | $36,720 | $210,698-82.6% | $178,014-79.4% | $145,959-74.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 18.03% | 386.27%-368.2pp | 294.80%-276.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,129 | $4,567-53.4% | $3,950-46.1% | $4,661-54.3% |
| Participant deferral / active EE | $4,989 | $6,958-28.3% | $6,276-20.5% | $6,689-25.4% |
| Admin fee / account holder | $499 | $12,016-95.9% | $10,362-95.2% | $13,398-96.3% |