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 | $24,563 | $57,281-57.1% | $86,612-71.6% | $75,163-67.3% |
| Participation rate | 30.9% | 63.2%-32.3pp | 71.7%-40.8pp | 67.2%-36.3pp |
| Annual return | 21.61% | 2670.75%-2649.1pp | 591.07%-569.5pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,953 | $2,314-15.6% | $3,022-35.4% | $2,670-26.8% |
| Participant deferral / active EE | $2,529 | $3,318-23.8% | $4,438-43.0% | $4,125-38.7% |
| Admin fee / account holder | $1,083 | $4,112-73.7% | $5,614-80.7% | $5,651-80.8% |