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 | $30,753 | $109,982-72.0% | $97,226-68.4% | $145,922-78.9% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.4pp | 80.3%-26.9pp |
| Annual return | 17.79% | 242.90%-225.1pp | 75.13%-57.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,626 | $3,084-47.3% | $2,729-40.4% | $4,660-65.1% |
| Participant deferral / active EE | $3,929 | $4,676-16.0% | $4,264-7.9% | $6,688-41.3% |
| Admin fee / account holder | $4,212 | $6,221-32.3% | $5,654-25.5% | $13,397-68.6% |