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 | $66,476 | $169,032-60.7% | $129,207-48.6% | $145,922-54.4% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 12.88% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,640 | $5,537-70.4% | $4,153-60.5% | $4,660-64.8% |
| Participant deferral / active EE | $841 | $4,987-83.1% | $4,168-79.8% | $6,688-87.4% |
| Admin fee / account holder | $6,487 | $9,954-34.8% | $7,715-15.9% | $13,397-51.6% |