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 5-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 | $35,139 | $96,635-63.6% | $86,612-59.4% | $139,434-74.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 32.28% | 106.41%-74.1pp | 591.07%-558.8pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,543 | $3,263-52.7% | $3,022-48.9% | $4,751-67.5% |
| Participant deferral / active EE | $4,454 | $4,836-7.9% | $4,438+0.4% | $6,710-33.6% |
| Admin fee / account holder | $2,285 | $6,408-64.3% | $5,614-59.3% | $11,403-80.0% |