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 | $49,420 | $96,305-48.7% | $80,569-38.7% | $139,434-64.6% |
| Participation rate | 36.4% | 73.6%-37.3pp | 67.0%-30.6pp | 80.3%-44.0pp |
| Annual return | 37.10% | 1350.08%-1313.0pp | 935.43%-898.3pp | 372.94%-335.8pp |
| Employer contribution / active EE | $1,707 | $3,262-47.7% | $2,723-37.3% | $4,751-64.1% |
| Participant deferral / active EE | $4,813 | $5,232-8.0% | $4,447+8.2% | $6,710-28.3% |
| Admin fee / account holder | $1,239 | $6,599-81.2% | $5,377-77.0% | $11,403-89.1% |