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 | $53,516-36.0% | $126,539-72.9% | $84,808-59.6% |
| Participation rate | 25.4% | 58.2%-32.9pp | 69.8%-44.4pp | 68.3%-42.9pp |
| Annual return | 56.81% | 58.34%-1.5pp | 425.95%-369.1pp | 40.90%+15.9pp |
| Employer contribution / active EE | $813 | $1,535-47.0% | $3,674-77.9% | $2,631-69.1% |
| Participant deferral / active EE | $1,601 | $2,671-40.0% | $4,083-60.8% | $4,212-62.0% |
| Admin fee / account holder | $480 | $4,497-89.3% | $6,065-92.1% | $7,344-93.5% |