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 | $24,029 | $149,040-83.9% | $120,225-80.0% | $137,256-82.5% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 14.37% | 605.68%-591.3pp | 439.23%-424.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,123 | $4,350-74.2% | $3,475-67.7% | $4,156-73.0% |
| Participant deferral / active EE | $2,229 | $4,655-52.1% | $3,999-44.3% | $6,407-65.2% |
| Admin fee / account holder | $4,297 | $6,348-32.3% | $5,696-24.6% | $12,270-65.0% |