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 | $29,922 | $55,415-46.0% | $155,509-80.8% | $74,495-59.8% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 15.15% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,038 | $2,267-54.2% | $4,672-77.8% | $2,623-60.4% |
| Participant deferral / active EE | $1,371 | $2,836-51.6% | $5,626-75.6% | $4,346-68.4% |
| Admin fee / account holder | $1,934 | $1,738+11.3% | $15,912-87.8% | $1,942-0.4% |