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 | $30,628 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 18.79% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,545 | $5,474-53.5% | $4,818-47.2% | $4,751-46.4% |
| Participant deferral / active EE | $6,284 | $6,519-3.6% | $5,680+10.6% | $6,710-6.4% |
| Admin fee / account holder | $3,084 | $16,150-80.9% | $13,210-76.7% | $11,403-73.0% |