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 9-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 | $36,221 | $226,064-84.0% | $182,532-80.2% | $152,861-76.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 27.35% | 192.51%-165.2pp | 148.54%-121.2pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,438 | $4,978-71.1% | $4,076-64.7% | $4,762-69.8% |
| Participant deferral / active EE | $5,146 | $6,368-19.2% | $5,524-6.8% | $5,850-12.0% |
| Admin fee / account holder | $505 | $10,703-95.3% | $8,592-94.1% | $11,596-95.6% |