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 | $38,441 | $79,171-51.4% | $102,423-62.5% | $74,495-48.4% |
| Participation rate | 55.6% | 74.8%-19.2pp | 76.5%-20.8pp | 67.2%-11.6pp |
| Annual return | 18.33% | 54.93%-36.6pp | 29.32%-11.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,711 | $2,362-27.6% | $3,023-43.4% | $2,623-34.8% |
| Participant deferral / active EE | $2,369 | $4,415-46.3% | $5,053-53.1% | $4,346-45.5% |
| Admin fee / account holder | $1,204 | $2,001-39.8% | $9,451-87.3% | $1,942-38.0% |