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 | $41,576 | $105,181-60.5% | $159,436-73.9% | $85,850-51.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 17.29% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,429 | $3,318-56.9% | $4,829-70.4% | $2,565-44.3% |
| Participant deferral / active EE | $7,330 | $5,945+23.3% | $7,352-0.3% | $3,952+85.5% |
| Admin fee / account holder | $2,602 | $6,933-62.5% | $10,799-75.9% | $6,260-58.4% |