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 7-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 | $23,197 | $96,635-76.0% | $86,612-73.2% | $139,434-83.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 22.02% | 106.41%-84.4pp | 591.07%-569.1pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,898 | $3,263-41.8% | $3,022-37.2% | $4,751-60.1% |
| Participant deferral / active EE | $3,185 | $4,836-34.1% | $4,438-28.2% | $6,710-52.5% |
| Admin fee / account holder | $337 | $6,408-94.7% | $5,614-94.0% | $11,403-97.0% |