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 | $93,030 | $111,535-16.6% | $105,223-11.6% | $137,256-32.2% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 12.39% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $908 | $3,939-77.0% | $3,689-75.4% | $4,156-78.2% |
| Participant deferral / active EE | $6,489 | $5,500+18.0% | $5,072+28.0% | $6,407+1.3% |
| Admin fee / account holder | $13,140 | $9,721+35.2% | $8,859+48.3% | $12,270+7.1% |