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 | $82,839 | $105,181-21.2% | $159,436-48.0% | $85,850-3.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.8%-62.8pp | 69.3%-49.3pp |
| Annual return | 13.75% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $978 | $3,318-70.5% | $4,829-79.7% | $2,565-61.9% |
| Participant deferral / active EE | $4,435 | $5,945-25.4% | $7,352-39.7% | $3,952+12.2% |
| Admin fee / account holder | $1,603 | $6,933-76.9% | $10,799-85.2% | $6,260-74.4% |