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 | $39,397 | $49,922-21.1% | $80,569-51.1% | $75,163-47.6% |
| Participation rate | 29.6% | 55.3%-25.7pp | 67.0%-37.4pp | 67.2%-37.6pp |
| Annual return | 27.87% | 34.69%-6.8pp | 935.43%-907.6pp | 160.62%-132.7pp |
| Employer contribution / active EE | $1,283 | $1,698-24.4% | $2,723-52.9% | $2,670-51.9% |
| Participant deferral / active EE | $2,653 | $2,990-11.3% | $4,447-40.3% | $4,125-35.7% |
| Admin fee / account holder | $917 | $3,577-74.4% | $5,377-82.9% | $5,651-83.8% |