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 | $18,012 | $96,305-81.3% | $80,569-77.6% | $139,434-87.1% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 37.81% | 1350.08%-1312.3pp | 935.43%-897.6pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,886 | $3,262-42.2% | $2,723-30.8% | $4,751-60.3% |
| Participant deferral / active EE | $3,666 | $5,232-29.9% | $4,447-17.6% | $6,710-45.4% |
| Admin fee / account holder | $4,046 | $6,599-38.7% | $5,377-24.7% | $11,403-64.5% |