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 | $38,532 | $110,257-65.1% | $96,544-60.1% | $139,434-72.4% |
| Participation rate | 47.8% | 78.1%-30.3pp | 76.0%-28.1pp | 80.3%-32.5pp |
| Annual return | 70.42% | 26.32%+44.1pp | 25.84%+44.6pp | 372.94%-302.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,866 | $5,548-48.3% | $4,851-40.9% | $6,710-57.3% |
| Admin fee / account holder | $6,662 | $11,591-42.5% | $8,252-19.3% | $11,403-41.6% |