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 8-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 | $46,364 | $110,502-58.0% | $80,716-42.6% | $167,490-72.3% |
| Participation rate | 11.1% | 64.0%-52.9pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 14.53% | 120.54%-106.0pp | 87.28%-72.7pp | 478.56%-464.0pp |
| Employer contribution / active EE | $476 | $1,543-69.1% | $1,160-58.9% | $4,837-90.2% |
| Participant deferral / active EE | $489 | $2,871-83.0% | $2,146-77.2% | $6,341-92.3% |
| Admin fee / account holder | $1,651 | $4,545-63.7% | $3,380-51.2% | $12,309-86.6% |