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 | $82,916 | $74,888+10.7% | $71,209+16.4% | $142,382-41.8% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.8%-39.0pp | 80.1%-45.3pp |
| Annual return | 18.75% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $887 | $2,854-68.9% | $2,721-67.4% | $4,299-79.4% |
| Participant deferral / active EE | $2,890 | $4,454-35.1% | $4,175-30.8% | $6,507-55.6% |
| Admin fee / account holder | $715 | $5,568-87.2% | $5,349-86.6% | $12,624-94.3% |