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 4-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 | $24,744 | $111,724-77.9% | $93,606-73.6% | $145,922-83.0% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 174.90% | 202.98%-28.1pp | 133.20%+41.7pp | 561.29%-386.4pp |
| Employer contribution / active EE | $1,318 | $3,090-57.3% | $2,420-45.5% | $4,660-71.7% |
| Participant deferral / active EE | $3,185 | $4,912-35.2% | $4,411-27.8% | $6,688-52.4% |
| Admin fee / account holder | $2,427 | $10,250-76.3% | $8,285-70.7% | $13,397-81.9% |