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 3-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 | $24,217 | $210,648-88.5% | $177,989-86.4% | $145,922-83.4% |
| Participation rate | 47.4% | 80.8%-33.4pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 19.35% | 385.86%-366.5pp | 294.48%-275.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,559 | $4,565-65.9% | $3,949-60.5% | $4,660-66.6% |
| Participant deferral / active EE | $2,953 | $6,958-57.6% | $6,276-53.0% | $6,688-55.9% |
| Admin fee / account holder | $613 | $12,013-94.9% | $10,363-94.1% | $13,397-95.4% |