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 5-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 | $35,557 | $88,751-59.9% | $81,812-56.5% | $145,922-75.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 19.33% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $992 | $3,083-67.8% | $2,912-65.9% | $4,660-78.7% |
| Participant deferral / active EE | $2,706 | $4,643-41.7% | $4,319-37.3% | $6,688-59.5% |
| Admin fee / account holder | $360 | $8,415-95.7% | $7,386-95.1% | $13,397-97.3% |