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 | $41,589 | $210,648-80.3% | $177,989-76.6% | $145,922-71.5% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 14.12% | 385.86%-371.7pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,647 | $4,565-63.9% | $3,949-58.3% | $4,660-64.7% |
| Participant deferral / active EE | $4,085 | $6,958-41.3% | $6,276-34.9% | $6,688-38.9% |
| Admin fee / account holder | $5,249 | $12,013-56.3% | $10,363-49.3% | $13,397-60.8% |