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 | $72,228 | $106,890-32.4% | $84,015-14.0% | $152,861-52.7% |
| Participation rate | 35.7% | 75.2%-39.5pp | 69.0%-33.3pp | 82.4%-46.7pp |
| Annual return | 23.67% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $906 | $2,734-66.9% | $1,983-54.3% | $4,762-81.0% |
| Participant deferral / active EE | $2,079 | $4,011-48.2% | $3,239-35.8% | $5,850-64.5% |
| Admin fee / account holder | $367 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |