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 | $56,653 | $57,281-1.1% | $86,612-34.6% | $75,163-24.6% |
| Participation rate | 44.7% | 63.2%-18.5pp | 71.7%-27.0pp | 67.2%-22.5pp |
| Annual return | 17.68% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,270 | $2,314-45.1% | $3,022-58.0% | $2,670-52.4% |
| Participant deferral / active EE | $2,262 | $3,318-31.8% | $4,438-49.0% | $4,125-45.2% |
| Admin fee / account holder | $393 | $4,112-90.4% | $5,614-93.0% | $5,651-93.0% |