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 | $41,064 | $90,348-54.5% | $75,972-45.9% | $145,922-71.9% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 13.89% | 620.88%-607.0pp | 359.55%-345.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,170 | $3,311-64.7% | $2,685-56.4% | $4,660-74.9% |
| Participant deferral / active EE | $1,700 | $5,162-67.1% | $4,255-60.0% | $6,688-74.6% |
| Admin fee / account holder | $2,849 | $8,467-66.4% | $6,467-55.9% | $13,397-78.7% |