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 | $36,587 | $111,754-67.3% | $103,333-64.6% | $145,922-74.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 574.05% | 24.77%+549.3pp | 24.88%+549.2pp | 561.29%+12.8pp |
| Employer contribution / active EE | $1,210 | $4,212-71.3% | $3,868-68.7% | $4,660-74.0% |
| Participant deferral / active EE | $2,516 | $5,619-55.2% | $5,057-50.3% | $6,688-62.4% |
| Admin fee / account holder | $479 | $9,750-95.1% | $8,355-94.3% | $13,397-96.4% |