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 | $72,765 | $100,773-27.8% | $88,946-18.2% | $142,382-48.9% |
| Participation rate | 63.2% | 74.3%-11.1pp | 68.8%-5.7pp | 80.1%-17.0pp |
| Annual return | 13.64% | 70.18%-56.5pp | 57.82%-44.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,094 | $2,918-62.5% | $2,555-57.2% | $4,299-74.6% |
| Participant deferral / active EE | $1,361 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $7,524 | $9,693-22.4% | $8,261-8.9% | $12,624-40.4% |