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 | $71,546 | $74,888-4.5% | $71,209+0.5% | $142,382-49.8% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.1%-50.7pp |
| Annual return | 20.65% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,434 | $2,854-49.8% | $2,721-47.3% | $4,299-66.6% |
| Participant deferral / active EE | $2,938 | $4,454-34.1% | $4,175-29.6% | $6,507-54.9% |
| Admin fee / account holder | $1,109 | $5,568-80.1% | $5,349-79.3% | $12,624-91.2% |