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 | $80,732 | $121,625-33.6% | $104,607-22.8% | $158,922-49.2% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 5.41% | 465.26%-459.8pp | 340.46%-335.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $711 | $3,163-77.5% | $2,681-73.5% | $4,761-85.1% |
| Participant deferral / active EE | $1,605 | $4,177-61.6% | $3,740-57.1% | $5,982-73.2% |
| Admin fee / account holder | $16,918 | $7,787+117.3% | $6,473+161.4% | $11,246+50.4% |