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 | $13,123 | $90,348-85.5% | $75,972-82.7% | $145,922-91.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 15.88% | 620.88%-605.0pp | 359.55%-343.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,973 | $3,311-40.4% | $2,685-26.5% | $4,660-57.7% |
| Participant deferral / active EE | $2,214 | $5,162-57.1% | $4,255-48.0% | $6,688-66.9% |
| Admin fee / account holder | $5,787 | $8,467-31.7% | $6,467-10.5% | $13,397-56.8% |