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 | $17,914 | $27,915-35.8% | $58,482-69.4% | $75,163-76.2% |
| Participation rate | 65.8% | 38.8%+27.0pp | 50.9%+14.9pp | 67.2%-1.4pp |
| Annual return | 34.34% | 44.20%-9.9pp | 4239.32%-4205.0pp | 160.62%-126.3pp |
| Employer contribution / active EE | $1,123 | $669+67.9% | $1,053+6.7% | $2,670-57.9% |
| Participant deferral / active EE | $2,753 | $1,201+129.1% | $1,924+43.1% | $4,125-33.3% |
| Admin fee / account holder | $938 | $1,726-45.7% | $2,516-62.7% | $5,651-83.4% |