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 | $19,496 | $70,606-72.4% | $53,898-63.8% | $142,382-86.3% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 12.98% | 619.81%-606.8pp | 528.60%-515.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,136 | $1,202-5.5% | $932+21.9% | $4,299-73.6% |
| Participant deferral / active EE | $1,428 | $2,364-39.6% | $1,826-21.8% | $6,507-78.1% |
| Admin fee / account holder | $2,746 | $2,852-3.7% | $2,491+10.3% | $12,624-78.2% |