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 7-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 | $43,663 | $96,635-54.8% | $86,612-49.6% | $139,434-68.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.54% | 106.41%-87.9pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,740 | $3,263-16.0% | $3,022-9.4% | $4,751-42.3% |
| Participant deferral / active EE | $2,328 | $4,836-51.9% | $4,438-47.5% | $6,710-65.3% |
| Admin fee / account holder | $916 | $6,408-85.7% | $5,614-83.7% | $11,403-92.0% |