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 | $37,319 | $96,305-61.2% | $80,569-53.7% | $139,434-73.2% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.7pp |
| Annual return | 20.43% | 1350.08%-1329.7pp | 935.43%-915.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $826 | $3,262-74.7% | $2,723-69.7% | $4,751-82.6% |
| Participant deferral / active EE | $1,657 | $5,232-68.3% | $4,447-62.7% | $6,710-75.3% |
| Admin fee / account holder | $481 | $6,599-92.7% | $5,377-91.1% | $11,403-95.8% |