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 | $37,526 | $126,574-70.4% | $106,213-64.7% | $145,922-74.3% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 8.67% | 224.79%-216.1pp | 116.14%-107.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $778 | $3,730-79.1% | $3,171-75.5% | $4,660-83.3% |
| Participant deferral / active EE | $2,106 | $5,724-63.2% | $5,016-58.0% | $6,688-68.5% |
| Admin fee / account holder | $1,690 | $17,304-90.2% | $11,033-84.7% | $13,397-87.4% |