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 | $48,793 | $107,334-54.5% | $92,893-47.5% | $152,861-68.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 14.69% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,240 | $4,221-46.9% | $3,653-38.7% | $4,762-53.0% |
| Participant deferral / active EE | $2,240 | $4,845-53.8% | $4,236-47.1% | $5,850-61.7% |
| Admin fee / account holder | $45,666 | $7,079+545.1% | $5,794+688.2% | $11,596+293.8% |