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 | $43,918 | $183,963-76.1% | $162,163-72.9% | $152,861-71.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 38.62% | 150.76%-112.1pp | 115.59%-77.0pp | 345.32%-306.7pp |
| Employer contribution / active EE | $1,817 | $6,371-71.5% | $5,614-67.6% | $4,762-61.8% |
| Participant deferral / active EE | $5,906 | $8,034-26.5% | $7,298-19.1% | $5,850+1.0% |
| Admin fee / account holder | $564 | $13,121-95.7% | $10,843-94.8% | $11,596-95.1% |