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 | $30,230 | $72,071-58.1% | $68,368-55.8% | $137,256-78.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 96.80% | 353.14%-256.3pp | 292.57%-195.8pp | 220.34%-123.5pp |
| Employer contribution / active EE | $2,092 | $2,788-25.0% | $2,649-21.0% | $4,156-49.7% |
| Participant deferral / active EE | $2,702 | $4,410-38.7% | $4,123-34.5% | $6,407-57.8% |
| Admin fee / account holder | $4,271 | $5,336-20.0% | $5,150-17.1% | $12,270-65.2% |