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 | $29,795 | $148,534-79.9% | $135,903-78.1% | $139,434-78.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.52% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,689 | $5,243-67.8% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $3,993 | $8,100-50.7% | $7,758-48.5% | $6,710-40.5% |
| Admin fee / account holder | $342 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |