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 | $28,191 | $65,365-56.9% | $92,893-69.7% | $72,985-61.4% |
| Participation rate | 60.6% | 68.3%-7.7pp | 76.0%-15.4pp | 69.5%-8.9pp |
| Annual return | 57.98% | 42.10%+15.9pp | 109.41%-51.4pp | 81.00%-23.0pp |
| Employer contribution / active EE | $10,796 | $2,594+316.2% | $3,653+195.6% | $2,440+342.5% |
| Participant deferral / active EE | $1,391 | $3,128-55.5% | $4,236-67.2% | $3,607-61.4% |
| Admin fee / account holder | $724 | $4,251-83.0% | $5,794-87.5% | $5,124-85.9% |