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 | $59,203 | $155,788-62.0% | $124,672-52.5% | $167,490-64.7% |
| Participation rate | 35.7% | 81.1%-45.4pp | 74.6%-38.9pp | 82.1%-46.4pp |
| Annual return | 13.34% | 17.97%-4.6pp | 5142.93%-5129.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,425 | $4,163-41.8% | $3,324-27.0% | $4,837-49.9% |
| Participant deferral / active EE | $4,100 | $5,673-27.7% | $4,614-11.1% | $6,341-35.3% |
| Admin fee / account holder | $392 | $9,531-95.9% | $7,493-94.8% | $12,309-96.8% |