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 | $39,869 | $98,750-59.6% | $149,696-73.4% | $79,858-50.1% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 66.97% | 27.43%+39.5pp | 276.60%-209.6pp | 31.71%+35.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,788 | $5,680+72.3% | $6,842+43.1% | $3,740+161.7% |
| Admin fee / account holder | $2,891 | $6,053-52.2% | $9,309-68.9% | $5,306-45.5% |