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 6-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 | $54,377 | $96,305-43.5% | $80,569-32.5% | $139,434-61.0% |
| Participation rate | 8.3% | 73.6%-65.3pp | 67.0%-58.7pp | 80.3%-72.0pp |
| Annual return | 20.05% | 1350.08%-1330.0pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,861 | $3,262-42.9% | $2,723-31.7% | $4,751-60.8% |
| Participant deferral / active EE | $2,025 | $5,232-61.3% | $4,447-54.5% | $6,710-69.8% |
| Admin fee / account holder | $435 | $6,599-93.4% | $5,377-91.9% | $11,403-96.2% |