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 | $106,684 | $183,592-41.9% | $155,567-31.4% | $145,959-26.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.26% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,214 | $5,315-77.2% | $4,674-74.0% | $4,661-73.9% |
| Participant deferral / active EE | $3,047 | $6,464-52.9% | $5,628-45.9% | $6,689-54.4% |
| Admin fee / account holder | $566 | $19,318-97.1% | $15,916-96.4% | $13,398-95.8% |