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 | $52,310 | $209,411-75.0% | $178,490-70.7% | $158,922-67.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.32% | 188.75%-169.4pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,434 | $5,706-74.9% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $4,733 | $5,954-20.5% | $5,202-9.0% | $5,982-20.9% |
| Admin fee / account holder | $1,492 | $17,074-91.3% | $13,984-89.3% | $11,246-86.7% |