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 | $37,280 | $85,202-56.2% | $172,739-78.4% | $72,985-48.9% |
| Participation rate | 25.8% | 70.1%-44.3pp | 82.6%-56.8pp | 69.5%-43.7pp |
| Annual return | 24.15% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,514 | $3,324-54.4% | $5,143-70.6% | $2,440-37.9% |
| Participant deferral / active EE | $2,281 | $3,260-30.0% | $5,198-56.1% | $3,607-36.8% |
| Admin fee / account holder | $876 | $5,884-85.1% | $13,954-93.7% | $5,124-82.9% |