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 | $60,968 | $126,519-51.8% | $106,201-42.6% | $145,959-58.2% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 9.94% | 225.10%-215.2pp | 116.26%-106.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,414 | $3,726-62.0% | $3,170-55.4% | $4,661-69.7% |
| Participant deferral / active EE | $3,444 | $5,716-39.7% | $5,012-31.3% | $6,689-48.5% |
| Admin fee / account holder | $1,873 | $17,312-89.2% | $11,039-83.0% | $13,398-86.0% |