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 | $41,844 | $124,425-66.4% | $112,040-62.7% | $137,256-69.5% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 28.53% | 24.72%+3.8pp | 24.52%+4.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $2,048 | $3,411-40.0% | $2,954-30.7% | $4,156-50.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,630 | $15,207-89.3% | $12,098-86.5% | $12,270-86.7% |