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 | $56,605 | $90,348-37.3% | $75,972-25.5% | $145,922-61.2% |
| Participation rate | 47.4% | 74.5%-27.1pp | 69.1%-21.7pp | 80.3%-32.9pp |
| Annual return | 12.28% | 620.88%-608.6pp | 359.55%-347.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,055 | $3,311-37.9% | $2,685-23.5% | $4,660-55.9% |
| Participant deferral / active EE | $3,560 | $5,162-31.0% | $4,255-16.3% | $6,688-46.8% |
| Admin fee / account holder | $772 | $8,467-90.9% | $6,467-88.1% | $13,397-94.2% |