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 | $45,651 | $105,181-56.6% | $159,436-71.4% | $85,850-46.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.8%-40.0pp | 69.3%-26.5pp |
| Annual return | 15.31% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,184 | $3,318-34.2% | $4,829-54.8% | $2,565-14.9% |
| Participant deferral / active EE | $3,732 | $5,945-37.2% | $7,352-49.2% | $3,952-5.6% |
| Admin fee / account holder | $2,469 | $6,933-64.4% | $10,799-77.1% | $6,260-60.6% |