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 | $49,476 | $175,202-71.8% | $149,673-66.9% | $139,434-64.5% |
| Participation rate | 23.8% | 83.4%-59.6pp | 78.8%-55.0pp | 80.3%-56.5pp |
| Annual return | 23.35% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,707 | $5,474-68.8% | $4,818-64.6% | $4,751-64.1% |
| Participant deferral / active EE | $3,032 | $6,519-53.5% | $5,680-46.6% | $6,710-54.8% |
| Admin fee / account holder | $348 | $16,150-97.8% | $13,210-97.4% | $11,403-96.9% |