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 | $61,682 | $106,515-42.1% | $96,683-36.2% | $139,434-55.8% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 16.43% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,431 | $4,103-65.1% | $3,737-61.7% | $4,751-69.9% |
| Participant deferral / active EE | $5,099 | $5,454-6.5% | $4,878+4.5% | $6,710-24.0% |
| Admin fee / account holder | $457 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |