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 | $30,663 | $90,348-66.1% | $75,972-59.6% | $145,922-79.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 11.94% | 620.88%-608.9pp | 359.55%-347.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,760 | $3,311-46.8% | $2,685-34.4% | $4,660-62.2% |
| Participant deferral / active EE | $2,954 | $5,162-42.8% | $4,255-30.6% | $6,688-55.8% |
| Admin fee / account holder | $2,738 | $8,467-67.7% | $6,467-57.7% | $13,397-79.6% |