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 | $58,030 | $102,604-43.4% | $86,188-32.7% | $139,434-58.4% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.0%-28.0pp | 80.3%-39.4pp |
| Annual return | 19.75% | 1922.51%-1902.8pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $884 | $3,032-70.8% | $2,380-62.8% | $4,751-81.4% |
| Participant deferral / active EE | $2,468 | $4,676-47.2% | $3,985-38.1% | $6,710-63.2% |
| Admin fee / account holder | $6,973 | $8,657-19.4% | $6,852+1.8% | $11,403-38.8% |