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 | $65,525 | $111,754-41.4% | $103,333-36.6% | $145,922-55.1% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 16.70% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,450 | $4,212-65.6% | $3,868-62.5% | $4,660-68.9% |
| Participant deferral / active EE | $4,165 | $5,619-25.9% | $5,057-17.6% | $6,688-37.7% |
| Admin fee / account holder | $5,605 | $9,750-42.5% | $8,355-32.9% | $13,397-58.2% |