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 | $19,894 | $104,907-81.0% | $84,611-76.5% | $152,861-87.0% |
| Participation rate | 26.7% | 74.8%-48.2pp | 68.2%-41.6pp | 82.4%-55.8pp |
| Annual return | 33.95% | 373.79%-339.8pp | 258.74%-224.8pp | 345.32%-311.4pp |
| Employer contribution / active EE | $586 | $3,302-82.2% | $2,652-77.9% | $4,762-87.7% |
| Participant deferral / active EE | $3,580 | $4,688-23.6% | $3,899-8.2% | $5,850-38.8% |
| Admin fee / account holder | $1,304 | $6,241-79.1% | $4,912-73.5% | $11,596-88.8% |