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 | $21,175 | $110,257-80.8% | $96,544-78.1% | $139,434-84.8% |
| Participation rate | 46.7% | 78.1%-31.4pp | 76.0%-29.3pp | 80.3%-33.7pp |
| Annual return | 37.24% | 26.32%+10.9pp | 25.84%+11.4pp | 372.94%-335.7pp |
| Employer contribution / active EE | $1,050 | $3,620-71.0% | $2,965-64.6% | $4,751-77.9% |
| Participant deferral / active EE | $2,199 | $5,548-60.4% | $4,851-54.7% | $6,710-67.2% |
| Admin fee / account holder | $4,978 | $11,591-57.1% | $8,252-39.7% | $11,403-56.3% |