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 8-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 | $23,943 | $57,281-58.2% | $86,612-72.4% | $75,163-68.1% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.3pp |
| Annual return | 21.79% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,254 | $2,314-2.6% | $3,022-25.4% | $2,670-15.6% |
| Participant deferral / active EE | $2,343 | $3,318-29.4% | $4,438-47.2% | $4,125-43.2% |
| Admin fee / account holder | $1,738 | $4,112-57.7% | $5,614-69.0% | $5,651-69.2% |