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 | $19,106 | $96,635-80.2% | $86,612-77.9% | $139,434-86.3% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 18.42% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,359 | $3,263-58.3% | $3,022-55.0% | $4,751-71.4% |
| Participant deferral / active EE | $2,146 | $4,836-55.6% | $4,438-51.6% | $6,710-68.0% |
| Admin fee / account holder | $1,437 | $6,408-77.6% | $5,614-74.4% | $11,403-87.4% |