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 | $120,093 | $111,724+7.5% | $93,606+28.3% | $145,922-17.7% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 14.87% | 202.98%-188.1pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $776 | $3,090-74.9% | $2,420-67.9% | $4,660-83.3% |
| Participant deferral / active EE | $1,563 | $4,912-68.2% | $4,411-64.6% | $6,688-76.6% |
| Admin fee / account holder | $4,343 | $10,250-57.6% | $8,285-47.6% | $13,397-67.6% |