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 | $26,091 | $142,405-81.7% | $115,157-77.3% | $152,861-82.9% |
| Participation rate | 38.5% | 82.4%-43.9pp | 75.9%-37.4pp | 82.4%-44.0pp |
| Annual return | 42.55% | 41.48%+1.1pp | 35.60%+6.9pp | 345.32%-302.8pp |
| Employer contribution / active EE | $1,869 | $4,010-53.4% | $3,179-41.2% | $4,762-60.7% |
| Participant deferral / active EE | $2,581 | $5,164-50.0% | $4,168-38.1% | $5,850-55.9% |
| Admin fee / account holder | $410 | $8,462-95.2% | $7,088-94.2% | $11,596-96.5% |