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 | $20,556 | $48,046-57.2% | $84,611-75.7% | $72,985-71.8% |
| Participation rate | 23.3% | 57.6%-34.2pp | 68.2%-44.9pp | 69.5%-46.2pp |
| Annual return | 50.17% | 37.38%+12.8pp | 258.74%-208.6pp | 81.00%-30.8pp |
| Employer contribution / active EE | $854 | $1,602-46.7% | $2,652-67.8% | $2,440-65.0% |
| Participant deferral / active EE | $2,113 | $2,680-21.2% | $3,899-45.8% | $3,607-41.4% |
| Admin fee / account holder | $576 | $3,395-83.0% | $4,912-88.3% | $5,124-88.8% |