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 | $37,905 | $81,632-53.6% | $70,449-46.2% | $158,922-76.1% |
| Participation rate | 59.1% | 77.7%-18.6pp | 75.1%-16.0pp | 82.0%-22.9pp |
| Annual return | 23.01% | 208.40%-185.4pp | 109.03%-86.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,391 | $3,217-56.8% | $2,737-49.2% | $4,761-70.8% |
| Participant deferral / active EE | $5,986 | $4,554+31.4% | $3,709+61.4% | $5,982+0.1% |
| Admin fee / account holder | $361 | $6,193-94.2% | $3,845-90.6% | $11,246-96.8% |