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 | $42,937 | $148,534-71.1% | $135,903-68.4% | $139,434-69.2% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 30.04% | 79.19%-49.2pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,695 | $5,243-67.7% | $4,856-65.1% | $4,751-64.3% |
| Participant deferral / active EE | $6,769 | $8,100-16.4% | $7,758-12.7% | $6,710+0.9% |
| Admin fee / account holder | $302 | $12,400-97.6% | $10,762-97.2% | $11,403-97.3% |