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 | $22,809 | $111,724-79.6% | $93,606-75.6% | $145,922-84.4% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 11.44% | 202.98%-191.5pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $868 | $3,090-71.9% | $2,420-64.1% | $4,660-81.4% |
| Participant deferral / active EE | $1,398 | $4,912-71.5% | $4,411-68.3% | $6,688-79.1% |
| Admin fee / account holder | $397 | $10,250-96.1% | $8,285-95.2% | $13,397-97.0% |