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 | $73,325 | $159,934-54.2% | $147,005-50.1% | $145,959-49.8% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 15.50% | 98.24%-82.7pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,788 | $5,287-66.2% | $4,934-63.8% | $4,661-61.6% |
| Participant deferral / active EE | $5,116 | $8,427-39.3% | $8,070-36.6% | $6,689-23.5% |
| Admin fee / account holder | $5,350 | $15,053-64.5% | $13,006-58.9% | $13,398-60.1% |