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 | $72,049 | $165,335-56.4% | $149,696-51.9% | $158,922-54.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 22.46% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,958 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $6,020 | $7,181-16.2% | $6,842-12.0% | $5,982+0.6% |
| Admin fee / account holder | $460 | $10,807-95.7% | $9,309-95.1% | $11,246-95.9% |