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 | $25,780 | $107,334-76.0% | $92,893-72.2% | $152,861-83.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 27.27% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,639 | $4,221-61.2% | $3,653-55.1% | $4,762-65.6% |
| Participant deferral / active EE | $2,327 | $4,845-52.0% | $4,236-45.1% | $5,850-60.2% |
| Admin fee / account holder | $3,218 | $7,079-54.5% | $5,794-44.5% | $11,596-72.3% |