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 | $67,351 | $185,822-63.8% | $169,993-60.4% | $139,434-51.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 29.14% | 60.50%-31.4pp | 53.37%-24.2pp | 372.94%-343.8pp |
| Employer contribution / active EE | $4,570 | $7,590-39.8% | $6,785-32.6% | $4,751-3.8% |
| Participant deferral / active EE | $11,250 | $11,622-3.2% | $10,408+8.1% | $6,710+67.7% |
| Admin fee / account holder | $381 | $15,381-97.5% | $12,815-97.0% | $11,403-96.7% |