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 | $32,181 | $115,770-72.2% | $101,248-68.2% | $158,922-79.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 50.03% | 56.14%-6.1pp | 46.47%+3.6pp | 302.83%-252.8pp |
| Employer contribution / active EE | $1,915 | $4,175-54.1% | $3,660-47.7% | $4,761-59.8% |
| Participant deferral / active EE | $4,470 | $4,957-9.8% | $4,370+2.3% | $5,982-25.3% |
| Admin fee / account holder | $3,583 | $7,245-50.5% | $5,945-39.7% | $11,246-68.1% |