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 | $34,896 | $109,327-68.1% | $89,391-61.0% | $158,922-78.0% |
| Participation rate | 23.1% | 74.3%-51.2pp | 68.0%-44.9pp | 82.0%-58.9pp |
| Annual return | 9.24% | 345.68%-336.4pp | 245.62%-236.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,311 | $3,170-58.6% | $2,586-49.3% | $4,761-72.5% |
| Participant deferral / active EE | $1,498 | $4,598-67.4% | $3,890-61.5% | $5,982-75.0% |
| Admin fee / account holder | $6,979 | $6,153+13.4% | $4,881+43.0% | $11,246-37.9% |