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 | $26,590 | $85,202-68.8% | $172,739-84.6% | $72,985-63.6% |
| Participation rate | 31.4% | 70.1%-38.7pp | 82.6%-51.3pp | 69.5%-38.1pp |
| Annual return | 30.42% | 27.32%+3.1pp | 802.84%-772.4pp | 81.00%-50.6pp |
| Employer contribution / active EE | $551 | $3,324-83.4% | $5,143-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $1,589 | $3,260-51.2% | $5,198-69.4% | $3,607-55.9% |
| Admin fee / account holder | $2,129 | $5,884-63.8% | $13,954-84.7% | $5,124-58.5% |