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 | $28,843 | $108,919-73.5% | $100,391-71.3% | $145,922-80.2% |
| Participation rate | 64.7% | 82.9%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 12.44% | 57.88%-45.4pp | 49.20%-36.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,276 | $4,419-71.1% | $3,942-67.6% | $4,660-72.6% |
| Participant deferral / active EE | $3,810 | $8,445-54.9% | $8,082-52.9% | $6,688-43.0% |
| Admin fee / account holder | $9,071 | $9,689-6.4% | $7,899+14.8% | $13,397-32.3% |