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 | $25,595 | $85,202-70.0% | $172,739-85.2% | $72,985-64.9% |
| Participation rate | 35.9% | 70.1%-34.2pp | 82.6%-46.7pp | 69.5%-33.6pp |
| Annual return | 29.95% | 27.32%+2.6pp | 802.84%-772.9pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,659 | $3,324-50.1% | $5,143-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $3,578 | $3,260+9.7% | $5,198-31.2% | $3,607-0.8% |
| Admin fee / account holder | $1,615 | $5,884-72.5% | $13,954-88.4% | $5,124-68.5% |