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 | $29,967 | $70,606-57.6% | $53,898-44.4% | $142,382-79.0% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 19.15% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $757 | $1,202-37.0% | $932-18.8% | $4,299-82.4% |
| Participant deferral / active EE | $1,309 | $2,364-44.6% | $1,826-28.3% | $6,507-79.9% |
| Admin fee / account holder | $1,183 | $2,852-58.5% | $2,491-52.5% | $12,624-90.6% |