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 | $63,627 | $90,348-29.6% | $75,972-16.3% | $145,922-56.4% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 9.33% | 620.88%-611.5pp | 359.55%-350.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,108 | $3,311-66.5% | $2,685-58.7% | $4,660-76.2% |
| Participant deferral / active EE | $2,615 | $5,162-49.3% | $4,255-38.5% | $6,688-60.9% |
| Admin fee / account holder | $2,038 | $8,467-75.9% | $6,467-68.5% | $13,397-84.8% |