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 6-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 | $39,464 | $102,317-61.4% | $146,958-73.1% | $80,856-51.2% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.2%-31.5pp | 67.6%-17.0pp |
| Annual return | 35.91% | 134.76%-98.8pp | 418.34%-382.4pp | 35.59%+0.3pp |
| Employer contribution / active EE | $2,401 | $3,713-35.3% | $4,933-51.3% | $2,755-12.8% |
| Participant deferral / active EE | $3,776 | $6,644-43.2% | $8,070-53.2% | $4,296-12.1% |
| Admin fee / account holder | $6,339 | $7,941-20.2% | $12,998-51.2% | $6,918-8.4% |