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 | $84,017 | $117,381-28.4% | $99,443-15.5% | $152,861-45.0% |
| Participation rate | 25.0% | 77.5%-52.5pp | 73.8%-48.8pp | 82.4%-57.4pp |
| Annual return | 27.69% | 31.87%-4.2pp | 30.72%-3.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $750 | $3,013-75.1% | $2,540-70.5% | $4,762-84.3% |
| Participant deferral / active EE | $6,250 | $4,086+53.0% | $3,619+72.7% | $5,850+6.8% |
| Admin fee / account holder | $707 | $7,631-90.7% | $6,250-88.7% | $11,596-93.9% |