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 | $37,673 | $124,281-69.7% | $109,143-65.5% | $167,490-77.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 473.40% | 26.04%+447.4pp | 25.75%+447.7pp | 478.56%-5.2pp |
| Employer contribution / active EE | $1,566 | $4,207-62.8% | $3,722-57.9% | $4,837-67.6% |
| Participant deferral / active EE | $2,530 | $5,255-51.9% | $4,653-45.6% | $6,341-60.1% |
| Admin fee / account holder | $807 | $7,970-89.9% | $6,752-88.0% | $12,309-93.4% |