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 | $53,703 | $107,334-50.0% | $92,893-42.2% | $152,861-64.9% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 20.46% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,292 | $4,221-69.4% | $3,653-64.6% | $4,762-72.9% |
| Participant deferral / active EE | $5,075 | $4,845+4.7% | $4,236+19.8% | $5,850-13.3% |
| Admin fee / account holder | $772 | $7,079-89.1% | $5,794-86.7% | $11,596-93.3% |