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 | $43,617 | $102,604-57.5% | $86,188-49.4% | $139,434-68.7% |
| Participation rate | 29.2% | 74.5%-45.3pp | 69.0%-39.8pp | 80.3%-51.2pp |
| Annual return | 15.99% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,018 | $3,032-66.4% | $2,380-57.2% | $4,751-78.6% |
| Participant deferral / active EE | $2,019 | $4,676-56.8% | $3,985-49.3% | $6,710-69.9% |
| Admin fee / account holder | $4,910 | $8,657-43.3% | $6,852-28.3% | $11,403-56.9% |