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 | $34,255 | $123,909-72.4% | $69,647-50.8% | $145,922-76.5% |
| Participation rate | 31.3% | 69.2%-38.0pp | 66.5%-35.2pp | 80.3%-49.0pp |
| Annual return | 6.90% | 190.55%-183.6pp | 100.48%-93.6pp | 561.29%-554.4pp |
| Employer contribution / active EE | $946 | $2,682-64.7% | $1,712-44.8% | $4,660-79.7% |
| Participant deferral / active EE | $2,316 | $4,236-45.3% | $2,886-19.8% | $6,688-65.4% |
| Admin fee / account holder | $3,481 | $7,863-55.7% | $4,713-26.1% | $13,397-74.0% |