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 | $53,524 | $150,187-64.4% | $120,354-55.5% | $145,922-63.3% |
| Participation rate | 63.2% | 78.8%-15.6pp | 71.9%-8.8pp | 80.3%-17.1pp |
| Annual return | 12.49% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,568 | $4,348-63.9% | $3,463-54.7% | $4,660-66.4% |
| Participant deferral / active EE | $5,110 | $6,173-17.2% | $4,991+2.4% | $6,688-23.6% |
| Admin fee / account holder | $339 | $12,207-97.2% | $9,423-96.4% | $13,397-97.5% |