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 | $46,668 | $183,963-74.6% | $162,163-71.2% | $152,861-69.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 47.84% | 150.76%-102.9pp | 115.59%-67.8pp | 345.32%-297.5pp |
| Employer contribution / active EE | $2,855 | $6,371-55.2% | $5,614-49.1% | $4,762-40.0% |
| Participant deferral / active EE | $5,374 | $8,034-33.1% | $7,298-26.4% | $5,850-8.1% |
| Admin fee / account holder | $8,718 | $13,121-33.6% | $10,843-19.6% | $11,596-24.8% |