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 | $41,821 | $96,305-56.6% | $80,569-48.1% | $139,434-70.0% |
| Participation rate | 65.0% | 73.6%-8.6pp | 67.0%-2.0pp | 80.3%-15.3pp |
| Annual return | 20.41% | 1350.08%-1329.7pp | 935.43%-915.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,350 | $3,262-58.6% | $2,723-50.4% | $4,751-71.6% |
| Participant deferral / active EE | $3,971 | $5,232-24.1% | $4,447-10.7% | $6,710-40.8% |
| Admin fee / account holder | $723 | $6,599-89.0% | $5,377-86.6% | $11,403-93.7% |