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 3-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 | $101,370 | $210,648-51.9% | $177,989-43.0% | $145,922-30.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.38% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,168 | $4,565-52.5% | $3,949-45.1% | $4,660-53.5% |
| Participant deferral / active EE | $2,709 | $6,958-61.1% | $6,276-56.8% | $6,688-59.5% |
| Admin fee / account holder | $1,233 | $12,013-89.7% | $10,363-88.1% | $13,397-90.8% |