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 | $67,272 | $209,411-67.9% | $178,490-62.3% | $158,922-57.7% |
| Participation rate | 30.0% | 86.3%-56.3pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 11.61% | 188.75%-177.1pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,466 | $5,954-25.0% | $5,202-14.1% | $5,982-25.4% |
| Admin fee / account holder | $17,747 | $17,074+3.9% | $13,984+26.9% | $11,246+57.8% |