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 | $47,110 | $123,909-62.0% | $69,647-32.4% | $145,922-67.7% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.5%-33.1pp | 80.3%-46.9pp |
| Annual return | 7.65% | 190.55%-182.9pp | 100.48%-92.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,352 | $2,682-49.6% | $1,712-21.1% | $4,660-71.0% |
| Participant deferral / active EE | $2,865 | $4,236-32.4% | $2,886-0.7% | $6,688-57.2% |
| Admin fee / account holder | $14,425 | $7,863+83.5% | $4,713+206.1% | $13,397+7.7% |