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 4-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 | $51,574 | $72,071-28.4% | $68,368-24.6% | $137,256-62.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 23.64% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,104 | $2,788-60.4% | $2,649-58.3% | $4,156-73.4% |
| Participant deferral / active EE | $9,116 | $4,410+106.7% | $4,123+121.1% | $6,407+42.3% |
| Admin fee / account holder | $551 | $5,336-89.7% | $5,150-89.3% | $12,270-95.5% |