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 8-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 | $27,685 | $72,071-61.6% | $68,368-59.5% | $137,256-79.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.01% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,035 | $2,788-62.9% | $2,649-60.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,584 | $4,410-64.1% | $4,123-61.6% | $6,407-75.3% |
| Admin fee / account holder | $3,198 | $5,336-40.1% | $5,150-37.9% | $12,270-73.9% |