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 | $51,087 | $58,208-12.2% | $81,812-37.6% | $80,856-36.8% |
| Participation rate | 28.2% | 63.4%-35.2pp | 72.3%-44.1pp | 67.6%-39.4pp |
| Annual return | 20.24% | 41.66%-21.4pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $517 | $2,340-77.9% | $2,912-82.3% | $2,755-81.2% |
| Participant deferral / active EE | $1,756 | $3,281-46.5% | $4,319-59.3% | $4,296-59.1% |
| Admin fee / account holder | $504 | $4,981-89.9% | $7,386-93.2% | $6,918-92.7% |