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 | $26,417 | $74,888-64.7% | $71,209-62.9% | $142,382-81.4% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.1%-27.2pp |
| Annual return | 20.49% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,634 | $2,854-42.8% | $2,721-40.0% | $4,299-62.0% |
| Participant deferral / active EE | $3,214 | $4,454-27.9% | $4,175-23.0% | $6,507-50.6% |
| Admin fee / account holder | $4,570 | $5,568-17.9% | $5,349-14.6% | $12,624-63.8% |