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 7-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 | $31,223 | $55,472-43.7% | $155,567-79.9% | $74,546-58.1% |
| Participation rate | 31.0% | 61.9%-30.9pp | 78.2%-47.2pp | 67.2%-36.2pp |
| Annual return | 13.04% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $910 | $2,269-59.9% | $4,674-80.5% | $2,624-65.3% |
| Participant deferral / active EE | $3,359 | $2,838+18.4% | $5,628-40.3% | $4,347-22.7% |
| Admin fee / account holder | $5,198 | $1,743+198.3% | $15,916-67.3% | $1,944+167.4% |