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 | $25,509 | $30,400-16.1% | $53,898-52.7% | $84,808-69.9% |
| Participation rate | 46.4% | 46.4%0pp | 55.0%-8.5pp | 68.3%-21.9pp |
| Annual return | 15.23% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,260 | $603+109.1% | $932+35.2% | $2,631-52.1% |
| Participant deferral / active EE | $2,101 | $1,199+75.2% | $1,826+15.0% | $4,212-50.1% |
| Admin fee / account holder | $5,169 | $1,993+159.3% | $2,491+107.5% | $7,344-29.6% |