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 | $44,004 | $100,852-56.4% | $90,404-51.3% | $158,922-72.3% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 18.27% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,754 | $3,689-52.4% | $3,262-46.2% | $4,761-63.2% |
| Participant deferral / active EE | $6,944 | $4,348+59.7% | $3,963+75.2% | $5,982+16.1% |
| Admin fee / account holder | $339 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |