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 | $23,198 | $96,635-76.0% | $86,612-73.2% | $139,434-83.4% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 18.41% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,483 | $3,263-23.9% | $3,022-17.8% | $4,751-47.7% |
| Participant deferral / active EE | $3,897 | $4,836-19.4% | $4,438-12.2% | $6,710-41.9% |
| Admin fee / account holder | $3,605 | $6,408-43.7% | $5,614-35.8% | $11,403-68.4% |