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 | $35,703 | $109,817-67.5% | $98,442-63.7% | $167,490-78.7% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 11.43% | 1956.69%-1945.3pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,094 | $3,224-66.1% | $2,960-63.0% | $4,837-77.4% |
| Participant deferral / active EE | $1,367 | $4,673-70.7% | $4,276-68.0% | $6,341-78.4% |
| Admin fee / account holder | $412 | $6,753-93.9% | $5,949-93.1% | $12,309-96.7% |