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 | $54,914 | $95,971-42.8% | $74,550-26.3% | $135,375-59.4% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 1.04% | 56.96%-55.9pp | 32.53%-31.5pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,869 | $2,716+5.6% | $1,961+46.3% | $4,779-40.0% |
| Participant deferral / active EE | $8,167 | $3,843+112.5% | $3,108+162.8% | $5,609+45.6% |
| Admin fee / account holder | $2,199 | $6,522-66.3% | $5,060-56.5% | $10,827-79.7% |