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 | $62,523 | $88,751-29.6% | $81,812-23.6% | $145,922-57.2% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.3%-41.9pp | 80.3%-49.8pp |
| Annual return | 15.70% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $893 | $3,083-71.1% | $2,912-69.4% | $4,660-80.8% |
| Participant deferral / active EE | $1,367 | $4,643-70.6% | $4,319-68.3% | $6,688-79.6% |
| Admin fee / account holder | $3,402 | $8,415-59.6% | $7,386-53.9% | $13,397-74.6% |