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 | $33,611 | $105,181-68.0% | $159,436-78.9% | $85,850-60.8% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.8%-24.0pp | 69.3%-10.5pp |
| Annual return | 18.21% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,075 | $3,318-37.5% | $4,829-57.0% | $2,565-19.1% |
| Participant deferral / active EE | $3,449 | $5,945-42.0% | $7,352-53.1% | $3,952-12.7% |
| Admin fee / account holder | $1,248 | $6,933-82.0% | $10,799-88.4% | $6,260-80.1% |