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 | $84,514 | $100,773-16.1% | $88,946-5.0% | $142,382-40.6% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 18.04% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,591 | $2,918-45.5% | $2,555-37.7% | $4,299-63.0% |
| Participant deferral / active EE | $2,086 | $5,230-60.1% | $4,581-54.5% | $6,507-67.9% |
| Admin fee / account holder | $508 | $9,693-94.8% | $8,261-93.9% | $12,624-96.0% |