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 | $47,119 | $86,286-45.4% | $111,297-57.7% | $85,850-45.1% |
| Participation rate | 37.9% | 73.3%-35.4pp | 77.3%-39.4pp | 69.3%-31.4pp |
| Annual return | 91.13% | 19.99%+71.1pp | 54.65%+36.5pp | 318.53%-227.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,400 | $3,641-6.6% | $4,487-24.2% | $3,952-14.0% |
| Admin fee / account holder | $3,271 | $8,188-60.1% | $7,964-58.9% | $6,260-47.8% |