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 6-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 | $25,206 | $70,756-64.4% | $65,493-61.5% | $142,382-82.3% |
| Participation rate | 53.8% | 77.4%-23.5pp | 73.1%-19.2pp | 80.1%-26.3pp |
| Annual return | 19.09% | 1754.89%-1735.8pp | 982.45%-963.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,934 | $2,881-32.9% | $2,574-24.9% | $4,299-55.0% |
| Participant deferral / active EE | $2,130 | $4,637-54.1% | $3,961-46.2% | $6,507-67.3% |
| Admin fee / account holder | $4,789 | $6,559-27.0% | $5,028-4.8% | $12,624-62.1% |