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 | $47,412 | $74,888-36.7% | $71,209-33.4% | $142,382-66.7% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.1%-25.1pp |
| Annual return | 16.79% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,170 | $2,854-59.0% | $2,721-57.0% | $4,299-72.8% |
| Participant deferral / active EE | $3,241 | $4,454-27.3% | $4,175-22.4% | $6,507-50.2% |
| Admin fee / account holder | $1,522 | $5,568-72.7% | $5,349-71.5% | $12,624-87.9% |