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 | $77,251 | $111,814-30.9% | $103,374-25.3% | $145,959-47.1% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 16.24% | 24.77%-8.5pp | 24.89%-8.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,744 | $4,214-58.6% | $3,869-54.9% | $4,661-62.6% |
| Participant deferral / active EE | $6,956 | $5,618+23.8% | $5,058+37.5% | $6,689+4.0% |
| Admin fee / account holder | $351 | $9,754-96.4% | $8,394-95.8% | $13,398-97.4% |