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 8-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 | $23,397 | $104,664-77.6% | $85,682-72.7% | $167,490-86.0% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 16.27% | 21.45%-5.2pp | 21.49%-5.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,649 | $3,337-50.6% | $2,618-37.0% | $4,837-65.9% |
| Participant deferral / active EE | $2,997 | $4,824-37.9% | $3,923-23.6% | $6,341-52.7% |
| Admin fee / account holder | $1,455 | $10,032-85.5% | $6,873-78.8% | $12,309-88.2% |