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 | $81,923 | $117,841-30.5% | $102,423-20.0% | $145,922-43.9% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 22.76% | 31.65%-8.9pp | 29.32%-6.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,773 | $3,615-51.0% | $3,023-41.4% | $4,660-62.0% |
| Participant deferral / active EE | $3,747 | $5,731-34.6% | $5,053-25.8% | $6,688-44.0% |
| Admin fee / account holder | $706 | $13,326-94.7% | $9,451-92.5% | $13,397-94.7% |