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 | $91,610 | $183,963-50.2% | $162,163-43.5% | $152,861-40.1% |
| Participation rate | 59.1% | 88.5%-29.4pp | 87.6%-28.5pp | 82.4%-23.4pp |
| Annual return | 25.01% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,727 | $6,371-72.9% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $6,369 | $8,034-20.7% | $7,298-12.7% | $5,850+8.9% |
| Admin fee / account holder | $3,932 | $13,121-70.0% | $10,843-63.7% | $11,596-66.1% |