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 | $86,135 | $175,202-50.8% | $149,673-42.5% | $139,434-38.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.67% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,937 | $5,474-46.3% | $4,818-39.0% | $4,751-38.2% |
| Participant deferral / active EE | $8,268 | $6,519+26.8% | $5,680+45.6% | $6,710+23.2% |
| Admin fee / account holder | $1,107 | $16,150-93.1% | $13,210-91.6% | $11,403-90.3% |