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 | $67,890 | $197,591-65.6% | $177,821-61.8% | $158,922-57.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 17.60% | 58.76%-41.2pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,341 | $6,697-65.0% | $5,918-60.4% | $4,761-50.8% |
| Participant deferral / active EE | $7,600 | $8,405-9.6% | $7,714-1.5% | $5,982+27.0% |
| Admin fee / account holder | $37,348 | $15,399+142.5% | $12,427+200.5% | $11,246+232.1% |