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 | $71,555 | $115,770-38.2% | $101,248-29.3% | $158,922-55.0% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 18.88% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,750 | $4,175-34.1% | $3,660-24.9% | $4,761-42.3% |
| Participant deferral / active EE | $5,782 | $4,957+16.6% | $4,370+32.3% | $5,982-3.3% |
| Admin fee / account holder | $3,435 | $7,245-52.6% | $5,945-42.2% | $11,246-69.5% |