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 | $72,324 | $104,974-31.1% | $95,585-24.3% | $142,382-49.2% |
| Participation rate | 36.8% | 75.0%-38.1pp | 72.1%-35.2pp | 80.1%-43.3pp |
| Annual return | 13.43% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,650 | $2,779-40.6% | $2,527-34.7% | $4,299-61.6% |
| Participant deferral / active EE | $2,555 | $4,352-41.3% | $4,023-36.5% | $6,507-60.7% |
| Admin fee / account holder | $449 | $6,386-93.0% | $6,127-92.7% | $12,624-96.4% |