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 | $46,750 | $54,701-14.5% | $86,188-45.8% | $71,457-34.6% |
| Participation rate | 45.6% | 60.1%-14.5pp | 69.0%-23.3pp | 67.9%-22.3pp |
| Annual return | 15.38% | 20.06%-4.7pp | 1168.45%-1153.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $813 | $1,265-35.7% | $2,380-65.8% | $2,588-68.6% |
| Participant deferral / active EE | $3,261 | $3,108+4.9% | $3,985-18.2% | $4,289-24.0% |
| Admin fee / account holder | $3,893 | $1,922+102.6% | $6,852-43.2% | $1,587+145.2% |