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 | $42,536 | $144,119-70.5% | $117,854-63.9% | $147,584-71.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 25.65% | 531.15%-505.5pp | 335.08%-309.4pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,234 | $4,896-54.4% | $3,786-41.0% | $4,876-54.2% |
| Participant deferral / active EE | $11,760 | $5,316+121.2% | $4,482+162.4% | $5,439+116.2% |
| Admin fee / account holder | $17,221 | $10,886+58.2% | $8,020+114.7% | $10,885+58.2% |