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 | $65,279 | $70,606-7.5% | $53,898+21.1% | $142,382-54.2% |
| Participation rate | 31.8% | 63.7%-31.9pp | 55.0%-23.1pp | 80.1%-48.3pp |
| Annual return | 15.78% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,467 | $1,202+22.0% | $932+57.4% | $4,299-65.9% |
| Participant deferral / active EE | $2,252 | $2,364-4.7% | $1,826+23.3% | $6,507-65.4% |
| Admin fee / account holder | $1,185 | $2,852-58.5% | $2,491-52.4% | $12,624-90.6% |