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 | $28,483 | $109,327-73.9% | $89,391-68.1% | $158,922-82.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 29.46% | 345.68%-316.2pp | 245.62%-216.2pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,216 | $3,170-30.1% | $2,586-14.3% | $4,761-53.5% |
| Participant deferral / active EE | $3,305 | $4,598-28.1% | $3,890-15.0% | $5,982-44.7% |
| Admin fee / account holder | $307 | $6,153-95.0% | $4,881-93.7% | $11,246-97.3% |