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 9-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 | $28,901 | $98,750-70.7% | $149,696-80.7% | $79,858-63.8% |
| Participation rate | 42.6% | 75.8%-33.1pp | 82.5%-39.9pp | 69.6%-27.0pp |
| Annual return | 38.48% | 27.43%+11.1pp | 276.60%-238.1pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,446 | $3,216-55.1% | $4,644-68.9% | $2,471-41.5% |
| Participant deferral / active EE | $3,978 | $5,680-30.0% | $6,842-41.9% | $3,740+6.4% |
| Admin fee / account holder | $3,232 | $6,053-46.6% | $9,309-65.3% | $5,306-39.1% |