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 | $38,802 | $149,734-74.1% | $118,925-67.4% | $158,922-75.6% |
| Participation rate | 38.5% | 82.1%-43.6pp | 75.4%-36.9pp | 82.0%-43.5pp |
| Annual return | 21.15% | 19.95%+1.2pp | 35.88%-14.7pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,537 | $4,115-38.4% | $3,263-22.2% | $4,761-46.7% |
| Participant deferral / active EE | $3,214 | $5,223-38.5% | $4,265-24.6% | $5,982-46.3% |
| Admin fee / account holder | $455 | $8,603-94.7% | $6,581-93.1% | $11,246-96.0% |