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 | $86,970 | $175,202-50.4% | $149,673-41.9% | $139,434-37.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.37% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,893 | $5,474-47.1% | $4,818-39.9% | $4,751-39.1% |
| Participant deferral / active EE | $10,078 | $6,519+54.6% | $5,680+77.4% | $6,710+50.2% |
| Admin fee / account holder | $38,038 | $16,150+135.5% | $13,210+188.0% | $11,403+233.6% |