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 | $23,180 | $70,669-67.2% | $169,368-86.3% | $75,163-69.2% |
| Participation rate | 46.3% | 64.8%-18.4pp | 77.1%-30.8pp | 67.2%-20.9pp |
| Annual return | 28.45% | 36.36%-7.9pp | 405.60%-377.1pp | 160.62%-132.2pp |
| Employer contribution / active EE | $1,231 | $2,211-44.3% | $4,013-69.3% | $2,670-53.9% |
| Participant deferral / active EE | $2,693 | $4,311-37.5% | $6,221-56.7% | $4,125-34.7% |
| Admin fee / account holder | $596 | $5,402-89.0% | $9,003-93.4% | $5,651-89.5% |