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 | $43,948 | $49,173-10.6% | $121,098-63.7% | $75,163-41.5% |
| Participation rate | 11.8% | 55.4%-43.6pp | 69.5%-57.7pp | 67.2%-55.4pp |
| Annual return | 18.84% | 55.99%-37.1pp | 985.75%-966.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $549 | $1,546-64.5% | $4,164-86.8% | $2,670-79.4% |
| Participant deferral / active EE | $985 | $2,628-62.5% | $4,080-75.8% | $4,125-76.1% |
| Admin fee / account holder | $437 | $3,942-88.9% | $5,644-92.3% | $5,651-92.3% |