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 | $34,908 | $60,124-41.9% | $90,404-61.4% | $79,858-56.3% |
| Participation rate | 56.8% | 65.0%-8.2pp | 72.7%-15.9pp | 69.6%-12.9pp |
| Annual return | 20.10% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,160 | $2,068-43.9% | $3,262-64.4% | $2,471-53.1% |
| Participant deferral / active EE | $4,476 | $2,938+52.3% | $3,963+12.9% | $3,740+19.7% |
| Admin fee / account holder | $1,768 | $3,976-55.5% | $5,611-68.5% | $5,306-66.7% |