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 | $30,258 | $49,173-38.5% | $121,098-75.0% | $75,163-59.7% |
| Participation rate | 51.3% | 55.4%-4.1pp | 69.5%-18.2pp | 67.2%-15.9pp |
| Annual return | 15.76% | 55.99%-40.2pp | 985.75%-970.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,352 | $1,546-12.5% | $4,164-67.5% | $2,670-49.4% |
| Participant deferral / active EE | $1,396 | $2,628-46.9% | $4,080-65.8% | $4,125-66.2% |
| Admin fee / account holder | $7,744 | $3,942+96.5% | $5,644+37.2% | $5,651+37.0% |