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 | $67,311 | $100,773-33.2% | $88,946-24.3% | $142,382-52.7% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 17.26% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,000 | $2,918-65.7% | $2,555-60.9% | $4,299-76.7% |
| Participant deferral / active EE | $1,000 | $5,230-80.9% | $4,581-78.2% | $6,507-84.6% |
| Admin fee / account holder | $419 | $9,693-95.7% | $8,261-94.9% | $12,624-96.7% |