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 | $71,430 | $95,416-25.1% | $185,823-61.6% | $85,850-16.8% |
| Participation rate | 63.3% | 68.8%-5.4pp | 81.7%-18.4pp | 69.3%-6.0pp |
| Annual return | 12.83% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,935 | $3,314-41.6% | $5,167-62.5% | $2,565-24.5% |
| Participant deferral / active EE | $1,745 | $3,423-49.0% | $5,568-68.7% | $3,952-55.8% |
| Admin fee / account holder | $15,488 | $7,213+114.7% | $16,237-4.6% | $6,260+147.4% |