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 | $40,232 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 60.9% | 86.3%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 21.52% | 188.75%-167.2pp | 151.07%-129.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,728 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $2,402 | $5,954-59.7% | $5,202-53.8% | $5,982-59.8% |
| Admin fee / account holder | $11,444 | $17,074-33.0% | $13,984-18.2% | $11,246+1.8% |