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 | $22,220 | $96,305-76.9% | $80,569-72.4% | $139,434-84.1% |
| Participation rate | 65.2% | 73.6%-8.4pp | 67.0%-1.8pp | 80.3%-15.1pp |
| Annual return | 18.05% | 1350.08%-1332.0pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,036 | $3,262-68.2% | $2,723-62.0% | $4,751-78.2% |
| Participant deferral / active EE | $2,490 | $5,232-52.4% | $4,447-44.0% | $6,710-62.9% |
| Admin fee / account holder | $1,562 | $6,599-76.3% | $5,377-71.0% | $11,403-86.3% |