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 | $19,997 | $74,888-73.3% | $71,209-71.9% | $142,382-86.0% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $949 | $2,854-66.8% | $2,721-65.1% | $4,299-77.9% |
| Participant deferral / active EE | $1,696 | $4,454-61.9% | $4,175-59.4% | $6,507-73.9% |
| Admin fee / account holder | $6,319 | $5,568+13.5% | $5,349+18.1% | $12,624-49.9% |