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 | $28,378 | $96,305-70.5% | $80,569-64.8% | $139,434-79.6% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 21.10% | 1350.08%-1329.0pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,550 | $3,262-52.5% | $2,723-43.1% | $4,751-67.4% |
| Participant deferral / active EE | $2,887 | $5,232-44.8% | $4,447-35.1% | $6,710-57.0% |
| Admin fee / account holder | $453 | $6,599-93.1% | $5,377-91.6% | $11,403-96.0% |