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 9-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 | $50,123 | $102,317-51.0% | $146,958-65.9% | $80,856-38.0% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 19.46% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,375 | $3,713-63.0% | $4,933-72.1% | $2,755-50.1% |
| Participant deferral / active EE | $3,173 | $6,644-52.2% | $8,070-60.7% | $4,296-26.1% |
| Admin fee / account holder | $1,590 | $7,941-80.0% | $12,998-87.8% | $6,918-77.0% |