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 | $82,465 | $111,754-26.2% | $103,333-20.2% | $145,922-43.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 20.94% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,635 | $4,212-37.4% | $3,868-31.9% | $4,660-43.5% |
| Participant deferral / active EE | $4,172 | $5,619-25.7% | $5,057-17.5% | $6,688-37.6% |
| Admin fee / account holder | $8,287 | $9,750-15.0% | $8,355-0.8% | $13,397-38.1% |