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 6-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 | $23,530 | $74,888-68.6% | $71,209-67.0% | $142,382-83.5% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.1%-27.9pp |
| Annual return | 20.30% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,091 | $2,854-61.8% | $2,721-59.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,885 | $4,454-57.7% | $4,175-54.9% | $6,507-71.0% |
| Admin fee / account holder | $435 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |