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 | $37,768 | $112,096-66.3% | $95,952-60.6% | $158,922-76.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 32.07% | 171.09%-139.0pp | 91.61%-59.5pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,704 | $3,198-46.7% | $2,541-32.9% | $4,761-64.2% |
| Participant deferral / active EE | $3,154 | $4,784-34.1% | $4,167-24.3% | $5,982-47.3% |
| Admin fee / account holder | $1,615 | $10,130-84.1% | $6,795-76.2% | $11,246-85.6% |