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 | $35,161 | $85,202-58.7% | $172,739-79.6% | $72,985-51.8% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 16.03% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,102 | $3,324-66.9% | $5,143-78.6% | $2,440-54.8% |
| Participant deferral / active EE | $2,075 | $3,260-36.4% | $5,198-60.1% | $3,607-42.5% |
| Admin fee / account holder | $976 | $5,884-83.4% | $13,954-93.0% | $5,124-81.0% |