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 | $37,306 | $114,047-67.3% | $96,139-61.2% | $167,490-77.7% |
| Participation rate | 26.1% | 75.1%-49.0pp | 68.4%-42.4pp | 82.1%-56.0pp |
| Annual return | 20.75% | 189.88%-169.1pp | 191.94%-171.2pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,630 | $3,427-52.4% | $2,797-41.7% | $4,837-66.3% |
| Participant deferral / active EE | $3,970 | $5,194-23.6% | $4,349-8.7% | $6,341-37.4% |
| Admin fee / account holder | $13,920 | $6,897+101.8% | $5,537+151.4% | $12,309+13.1% |