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 | $38,148 | $210,698-81.9% | $178,014-78.6% | $145,959-73.9% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 8.44% | 386.27%-377.8pp | 294.80%-286.4pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,885 | $4,567-58.7% | $3,950-52.3% | $4,661-59.6% |
| Participant deferral / active EE | $2,995 | $6,958-57.0% | $6,276-52.3% | $6,689-55.2% |
| Admin fee / account holder | $15,039 | $12,016+25.2% | $10,362+45.1% | $13,398+12.3% |