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 | $52,459 | $99,921-47.5% | $85,009-38.3% | $145,959-64.1% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 11.82% | 83.89%-72.1pp | 66.47%-54.6pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,364 | $3,233-57.8% | $2,728-50.0% | $4,661-70.7% |
| Participant deferral / active EE | $3,551 | $5,293-32.9% | $4,522-21.5% | $6,689-46.9% |
| Admin fee / account holder | $1,145 | $7,252-84.2% | $6,153-81.4% | $13,398-91.5% |