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 6-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 | $63,613 | $72,071-11.7% | $68,368-7.0% | $137,256-53.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.50% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,321 | $2,788-52.6% | $2,649-50.1% | $4,156-68.2% |
| Participant deferral / active EE | $1,843 | $4,410-58.2% | $4,123-55.3% | $6,407-71.2% |
| Admin fee / account holder | $1,306 | $5,336-75.5% | $5,150-74.6% | $12,270-89.4% |