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 6-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 | $32,062 | $88,710-63.9% | $81,783-60.8% | $145,959-78.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 199.43% | 1027.26%-827.8pp | 775.05%-575.6pp | 561.95%-362.5pp |
| Employer contribution / active EE | $732 | $3,083-76.2% | $2,913-74.9% | $4,661-84.3% |
| Participant deferral / active EE | $1,626 | $4,645-65.0% | $4,320-62.4% | $6,689-75.7% |
| Admin fee / account holder | $2,590 | $8,407-69.2% | $7,380-64.9% | $13,398-80.7% |