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 7-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 | $49,056 | $70,606-30.5% | $53,898-9.0% | $142,382-65.5% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 20.00% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $691 | $1,202-42.5% | $932-25.8% | $4,299-83.9% |
| Participant deferral / active EE | $3,117 | $2,364+31.9% | $1,826+70.7% | $6,507-52.1% |
| Admin fee / account holder | $844 | $2,852-70.4% | $2,491-66.1% | $12,624-93.3% |