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 6-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 | $34,234 | $52,353-34.6% | $120,225-71.5% | $82,448-58.5% |
| Participation rate | 25.4% | 58.3%-32.9pp | 69.6%-44.2pp | 68.1%-42.7pp |
| Annual return | 56.81% | 61.85%-5.0pp | 439.23%-382.4pp | 41.64%+15.2pp |
| Employer contribution / active EE | $813 | $1,510-46.2% | $3,475-76.6% | $2,551-68.1% |
| Participant deferral / active EE | $1,601 | $2,627-39.0% | $3,999-60.0% | $4,139-61.3% |
| Admin fee / account holder | $480 | $4,363-89.0% | $5,696-91.6% | $7,234-93.4% |