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 | $114,405 | $72,071+58.7% | $68,368+67.3% | $137,256-16.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 16.60% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $658 | $2,788-76.4% | $2,649-75.1% | $4,156-84.2% |
| Participant deferral / active EE | $3,334 | $4,410-24.4% | $4,123-19.1% | $6,407-48.0% |
| Admin fee / account holder | $2,298 | $5,336-56.9% | $5,150-55.4% | $12,270-81.3% |