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 | $39,253 | $96,635-59.4% | $86,612-54.7% | $139,434-71.8% |
| Participation rate | 29.2% | 74.4%-45.2pp | 71.7%-42.5pp | 80.3%-51.2pp |
| Annual return | 19.81% | 106.41%-86.6pp | 591.07%-571.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $730 | $3,263-77.6% | $3,022-75.9% | $4,751-84.6% |
| Participant deferral / active EE | $1,247 | $4,836-74.2% | $4,438-71.9% | $6,710-81.4% |
| Admin fee / account holder | $510 | $6,408-92.0% | $5,614-90.9% | $11,403-95.5% |