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 | $44,796 | $114,047-60.7% | $96,139-53.4% | $167,490-73.3% |
| Participation rate | 38.5% | 75.1%-36.6pp | 68.4%-30.0pp | 82.1%-43.6pp |
| Annual return | 15.63% | 189.88%-174.2pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,749 | $3,427-49.0% | $2,797-37.5% | $4,837-63.8% |
| Participant deferral / active EE | $7,164 | $5,194+37.9% | $4,349+64.7% | $6,341+13.0% |
| Admin fee / account holder | $6,151 | $6,897-10.8% | $5,537+11.1% | $12,309-50.0% |