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 | $81,364 | $169,161-51.9% | $129,295-37.1% | $145,959-44.3% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 8.25% | 14348.07%-14339.8pp | 9429.28%-9421.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,357 | $5,543-57.5% | $4,157-43.3% | $4,661-49.4% |
| Participant deferral / active EE | $5,750 | $4,989+15.2% | $4,169+37.9% | $6,689-14.0% |
| Admin fee / account holder | $8,377 | $9,878-15.2% | $7,665+9.3% | $13,398-37.5% |