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 | $41,308 | $210,648-80.4% | $177,989-76.8% | $145,922-71.7% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 11.24% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,983 | $4,565-34.6% | $3,949-24.5% | $4,660-36.0% |
| Participant deferral / active EE | $6,082 | $6,958-12.6% | $6,276-3.1% | $6,688-9.1% |
| Admin fee / account holder | $2,727 | $12,013-77.3% | $10,363-73.7% | $13,397-79.6% |