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 | $42,517 | $107,334-60.4% | $92,893-54.2% | $152,861-72.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 31.34% | 145.58%-114.2pp | 109.41%-78.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $4,974 | $4,221+17.8% | $3,653+36.2% | $4,762+4.5% |
| Participant deferral / active EE | $3,693 | $4,845-23.8% | $4,236-12.8% | $5,850-36.9% |
| Admin fee / account holder | $2,483 | $7,079-64.9% | $5,794-57.1% | $11,596-78.6% |