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 | $31,787 | $55,472-42.7% | $155,567-79.6% | $74,546-57.4% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 26.44% | 268.72%-242.3pp | 64.74%-38.3pp | 1366.03%-1339.6pp |
| Employer contribution / active EE | $723 | $2,269-68.1% | $4,674-84.5% | $2,624-72.5% |
| Participant deferral / active EE | $1,217 | $2,838-57.1% | $5,628-78.4% | $4,347-72.0% |
| Admin fee / account holder | $1,971 | $1,743+13.1% | $15,916-87.6% | $1,944+1.4% |