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 | $29,001 | $102,317-71.7% | $146,958-80.3% | $80,856-64.1% |
| Participation rate | 65.1% | 75.8%-10.8pp | 82.2%-17.1pp | 67.6%-2.6pp |
| Annual return | 18.01% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,461 | $3,713-33.7% | $4,933-50.1% | $2,755-10.6% |
| Participant deferral / active EE | $4,267 | $6,644-35.8% | $8,070-47.1% | $4,296-0.7% |
| Admin fee / account holder | $3,175 | $7,941-60.0% | $12,998-75.6% | $6,918-54.1% |