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 | $27,319 | $149,734-81.8% | $118,925-77.0% | $158,922-82.8% |
| Participation rate | 38.5% | 82.1%-43.6pp | 75.4%-36.9pp | 82.0%-43.5pp |
| Annual return | 40.35% | 19.95%+20.4pp | 35.88%+4.5pp | 302.83%-262.5pp |
| Employer contribution / active EE | $1,364 | $4,115-66.9% | $3,263-58.2% | $4,761-71.4% |
| Participant deferral / active EE | $4,414 | $5,223-15.5% | $4,265+3.5% | $5,982-26.2% |
| Admin fee / account holder | $359 | $8,603-95.8% | $6,581-94.5% | $11,246-96.8% |