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 9-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 | $44,510 | $96,635-53.9% | $86,612-48.6% | $139,434-68.1% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 18.97% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,078 | $3,263-36.3% | $3,022-31.2% | $4,751-56.3% |
| Participant deferral / active EE | $5,052 | $4,836+4.5% | $4,438+13.9% | $6,710-24.7% |
| Admin fee / account holder | $1,386 | $6,408-78.4% | $5,614-75.3% | $11,403-87.8% |