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 7-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 | $24,661 | $104,907-76.5% | $84,611-70.9% | $152,861-83.9% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 21.22% | 373.79%-352.6pp | 258.74%-237.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,268 | $3,302-61.6% | $2,652-52.2% | $4,762-73.4% |
| Participant deferral / active EE | $4,540 | $4,688-3.1% | $3,899+16.5% | $5,850-22.4% |
| Admin fee / account holder | $10,687 | $6,241+71.2% | $4,912+117.6% | $11,596-7.8% |