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 | $32,382 | $109,327-70.4% | $89,391-63.8% | $158,922-79.6% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 26.61% | 345.68%-319.1pp | 245.62%-219.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,802 | $3,170-43.1% | $2,586-30.3% | $4,761-62.2% |
| Participant deferral / active EE | $5,440 | $4,598+18.3% | $3,890+39.8% | $5,982-9.1% |
| Admin fee / account holder | $4,094 | $6,153-33.5% | $4,881-16.1% | $11,246-63.6% |