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 | $72,071-67.4% | $68,368-65.6% | $137,256-82.9% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.0%-27.8pp |
| Annual return | 20.30% | 353.14%-332.8pp | 292.57%-272.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,091 | $2,788-60.9% | $2,649-58.8% | $4,156-73.8% |
| Participant deferral / active EE | $1,885 | $4,410-57.3% | $4,123-54.3% | $6,407-70.6% |
| Admin fee / account holder | $435 | $5,336-91.8% | $5,150-91.5% | $12,270-96.5% |