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 | $68,823 | $98,750-30.3% | $149,696-54.0% | $79,858-13.8% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 33.30% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $2,202 | $3,216-31.6% | $4,644-52.6% | $2,471-10.9% |
| Participant deferral / active EE | $8,659 | $5,680+52.4% | $6,842+26.6% | $3,740+131.5% |
| Admin fee / account holder | $18,789 | $6,053+210.4% | $9,309+101.8% | $5,306+254.1% |