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 6-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 | $33,759 | $156,846-78.5% | $121,098-72.1% | $139,434-75.8% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 16.91% | 1474.56%-1457.6pp | 985.75%-968.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,789 | $5,536-67.7% | $4,164-57.0% | $4,751-62.3% |
| Participant deferral / active EE | $4,571 | $4,844-5.6% | $4,080+12.1% | $6,710-31.9% |
| Admin fee / account holder | $2,405 | $6,946-65.4% | $5,644-57.4% | $11,403-78.9% |