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 | $104,896 | $176,056-40.4% | $159,436-34.2% | $167,490-37.4% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 19.50% | 331.75%-312.2pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,599 | $5,297-50.9% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $4,920 | $7,750-36.5% | $7,352-33.1% | $6,341-22.4% |
| Admin fee / account holder | $817 | $12,554-93.5% | $10,799-92.4% | $12,309-93.4% |