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 | $60,842 | $165,335-63.2% | $149,696-59.4% | $158,922-61.7% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 16.59% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,114 | $5,103-58.6% | $4,644-54.5% | $4,761-55.6% |
| Participant deferral / active EE | $4,353 | $7,181-39.4% | $6,842-36.4% | $5,982-27.2% |
| Admin fee / account holder | $20,856 | $10,807+93.0% | $9,309+124.1% | $11,246+85.5% |