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 | $93,827 | $115,770-19.0% | $101,248-7.3% | $158,922-41.0% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 19.91% | 56.14%-36.2pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,436 | $4,175-41.6% | $3,660-33.4% | $4,761-48.8% |
| Participant deferral / active EE | $3,446 | $4,957-30.5% | $4,370-21.1% | $5,982-42.4% |
| Admin fee / account holder | $973 | $7,245-86.6% | $5,945-83.6% | $11,246-91.3% |