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 | $94,987 | $150,187-36.8% | $120,354-21.1% | $145,922-34.9% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.8pp |
| Annual return | 19.34% | 154.07%-134.7pp | 107.15%-87.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,049 | $4,348-75.9% | $3,463-69.7% | $4,660-77.5% |
| Participant deferral / active EE | $3,414 | $6,173-44.7% | $4,991-31.6% | $6,688-49.0% |
| Admin fee / account holder | $9,981 | $12,207-18.2% | $9,423+5.9% | $13,397-25.5% |