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 | $58,701 | $96,635-39.3% | $86,612-32.2% | $139,434-57.9% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 14.78% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $644 | $3,263-80.3% | $3,022-78.7% | $4,751-86.4% |
| Participant deferral / active EE | $2,272 | $4,836-53.0% | $4,438-48.8% | $6,710-66.1% |
| Admin fee / account holder | $14,029 | $6,408+118.9% | $5,614+149.9% | $11,403+23.0% |