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 | $32,936 | $112,096-70.6% | $95,952-65.7% | $158,922-79.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 17.71% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,292 | $3,198-59.6% | $2,541-49.1% | $4,761-72.9% |
| Participant deferral / active EE | $4,198 | $4,784-12.2% | $4,167+0.8% | $5,982-29.8% |
| Admin fee / account holder | $3,211 | $10,130-68.3% | $6,795-52.8% | $11,246-71.4% |