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 | $26,107 | $88,751-70.6% | $81,812-68.1% | $145,922-82.1% |
| Participation rate | 29.2% | 75.0%-45.9pp | 72.3%-43.2pp | 80.3%-51.1pp |
| Annual return | 13.75% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,251 | $3,083-59.4% | $2,912-57.0% | $4,660-73.2% |
| Participant deferral / active EE | $2,542 | $4,643-45.3% | $4,319-41.1% | $6,688-62.0% |
| Admin fee / account holder | $326 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |