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 | $81,910 | $118,919-31.1% | $88,538-7.5% | $152,861-46.4% |
| Participation rate | 33.3% | 73.4%-40.0pp | 68.7%-35.4pp | 82.4%-49.1pp |
| Annual return | 28.60% | 47.92%-19.3pp | 43.64%-15.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,590 | $2,669-3.0% | $2,098+23.4% | $4,762-45.6% |
| Participant deferral / active EE | $6,333 | $3,549+78.5% | $2,914+117.3% | $5,850+8.3% |
| Admin fee / account holder | $1,450 | $5,876-75.3% | $4,310-66.4% | $11,596-87.5% |