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 | $27,911 | $93,571-70.2% | $135,903-79.5% | $75,163-62.9% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.2pp | 67.2%-13.5pp |
| Annual return | 66.69% | 30.90%+35.8pp | 68.23%-1.5pp | 160.62%-93.9pp |
| Employer contribution / active EE | $1,049 | $3,537-70.3% | $4,856-78.4% | $2,670-60.7% |
| Participant deferral / active EE | $3,426 | $6,404-46.5% | $7,758-55.8% | $4,125-17.0% |
| Admin fee / account holder | $1,476 | $6,975-78.8% | $10,762-86.3% | $5,651-73.9% |