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 7-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 | $33,765 | $85,202-60.4% | $172,739-80.5% | $72,985-53.7% |
| Participation rate | 50.6% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-18.9pp |
| Annual return | 19.76% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $794 | $3,324-76.1% | $5,143-84.6% | $2,440-67.5% |
| Participant deferral / active EE | $1,203 | $3,260-63.1% | $5,198-76.8% | $3,607-66.6% |
| Admin fee / account holder | $1,584 | $5,884-73.1% | $13,954-88.7% | $5,124-69.1% |