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 | $52,435 | $88,751-40.9% | $81,812-35.9% | $145,922-64.1% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.3%-26.9pp | 80.3%-34.8pp |
| Annual return | 12.84% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,610 | $3,083-47.8% | $2,912-44.7% | $4,660-65.4% |
| Participant deferral / active EE | $5,424 | $4,643+16.8% | $4,319+25.6% | $6,688-18.9% |
| Admin fee / account holder | $1,121 | $8,415-86.7% | $7,386-84.8% | $13,397-91.6% |