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 | $65,845 | $81,632-19.3% | $70,449-6.5% | $158,922-58.6% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 6.46% | 208.40%-201.9pp | 109.03%-102.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,950 | $3,217-39.4% | $2,737-28.7% | $4,761-59.0% |
| Participant deferral / active EE | $4,944 | $4,554+8.6% | $3,709+33.3% | $5,982-17.4% |
| Admin fee / account holder | $10,759 | $6,193+73.7% | $3,845+179.8% | $11,246-4.3% |