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 | $29,369 | $115,708-74.6% | $65,255-55.0% | $139,434-78.9% |
| Participation rate | 31.3% | 67.8%-36.6pp | 65.0%-33.7pp | 80.3%-49.1pp |
| Annual return | 20.08% | 31.19%-11.1pp | 47.35%-27.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $863 | $2,599-66.8% | $1,691-49.0% | $4,751-81.8% |
| Participant deferral / active EE | $2,303 | $4,240-45.7% | $2,831-18.7% | $6,710-65.7% |
| Admin fee / account holder | $591 | $6,698-91.2% | $4,112-85.6% | $11,403-94.8% |