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 | $33,830 | $60,323-43.9% | $81,812-58.6% | $74,495-54.6% |
| Participation rate | 14.4% | 62.9%-48.4pp | 72.3%-57.9pp | 67.2%-52.8pp |
| Annual return | 19.05% | 16.90%+2.1pp | 773.79%-754.7pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $952 | $2,620-63.7% | $2,912-67.3% | $2,623-63.7% |
| Participant deferral / active EE | $1,312 | $3,387-61.3% | $4,319-69.6% | $4,346-69.8% |
| Admin fee / account holder | $3,729 | $1,486+151.0% | $7,386-49.5% | $1,942+92.1% |