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 | $49,465 | $142,405-65.3% | $115,157-57.0% | $152,861-67.6% |
| Participation rate | 57.1% | 82.4%-25.2pp | 75.9%-18.8pp | 82.4%-25.3pp |
| Annual return | 33.57% | 41.48%-7.9pp | 35.60%-2.0pp | 345.32%-311.7pp |
| Employer contribution / active EE | $3,526 | $4,010-12.1% | $3,179+10.9% | $4,762-26.0% |
| Participant deferral / active EE | $10,321 | $5,164+99.9% | $4,168+147.6% | $5,850+76.4% |
| Admin fee / account holder | $305 | $8,462-96.4% | $7,088-95.7% | $11,596-97.4% |