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 | $57,271 | $98,750-42.0% | $149,696-61.7% | $79,858-28.3% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.5%-24.4pp | 69.6%-11.6pp |
| Annual return | 28.30% | 27.43%+0.9pp | 276.60%-248.3pp | 31.71%-3.4pp |
| Employer contribution / active EE | $702 | $3,216-78.2% | $4,644-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $3,714 | $5,680-34.6% | $6,842-45.7% | $3,740-0.7% |
| Admin fee / account holder | $10,464 | $6,053+72.9% | $9,309+12.4% | $5,306+97.2% |