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 8-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 | $21,182 | $74,888-71.7% | $71,209-70.3% | $142,382-85.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 17.46% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,818 | $2,854-36.3% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $3,465 | $4,454-22.2% | $4,175-17.0% | $6,507-46.8% |
| Admin fee / account holder | $4,730 | $5,568-15.1% | $5,349-11.6% | $12,624-62.5% |