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 7-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 | $28,112 | $44,960-37.5% | $84,966-66.9% | $74,495-62.3% |
| Participation rate | 26.9% | 49.4%-22.4pp | 67.5%-40.6pp | 67.2%-40.3pp |
| Annual return | 16.82% | 26.24%-9.4pp | 66.38%-49.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,083 | $1,457-25.7% | $2,727-60.3% | $2,623-58.7% |
| Participant deferral / active EE | $1,940 | $2,731-28.9% | $4,519-57.1% | $4,346-55.3% |
| Admin fee / account holder | $2,981 | $2,209+34.9% | $6,149-51.5% | $1,942+53.5% |