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 5-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 | $83,883 | $158,398-47.0% | $126,539-33.7% | $142,382-41.1% |
| Participation rate | 58.3% | 75.8%-17.5pp | 69.8%-11.5pp | 80.1%-21.8pp |
| Annual return | 20.54% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,909 | $4,650-37.4% | $3,674-20.8% | $4,299-32.3% |
| Participant deferral / active EE | $4,223 | $4,767-11.4% | $4,083+3.4% | $6,507-35.1% |
| Admin fee / account holder | $737 | $6,918-89.3% | $6,065-87.8% | $12,624-94.2% |