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 | $29,536 | $74,888-60.6% | $71,209-58.5% | $142,382-79.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 15.70% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,507 | $2,854-47.2% | $2,721-44.6% | $4,299-64.9% |
| Participant deferral / active EE | $3,450 | $4,454-22.6% | $4,175-17.4% | $6,507-47.0% |
| Admin fee / account holder | $829 | $5,568-85.1% | $5,349-84.5% | $12,624-93.4% |