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 | $45,876 | $159,901-71.3% | $146,958-68.8% | $145,922-68.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,040 | $5,286-61.4% | $4,933-58.7% | $4,660-56.2% |
| Participant deferral / active EE | $6,426 | $8,428-23.8% | $8,070-20.4% | $6,688-3.9% |
| Admin fee / account holder | $1,680 | $15,044-88.8% | $12,998-87.1% | $13,397-87.5% |