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 | $78,995 | $96,305-18.0% | $80,569-2.0% | $139,434-43.3% |
| Participation rate | 27.3% | 73.6%-46.4pp | 67.0%-39.7pp | 80.3%-53.0pp |
| Annual return | 21.53% | 1350.08%-1328.6pp | 935.43%-913.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,258 | $3,262-61.4% | $2,723-53.8% | $4,751-73.5% |
| Participant deferral / active EE | $5,996 | $5,232+14.6% | $4,447+34.8% | $6,710-10.6% |
| Admin fee / account holder | $339 | $6,599-94.9% | $5,377-93.7% | $11,403-97.0% |