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 | $38,207 | $210,408-81.8% | $153,485-75.1% | $145,922-73.8% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.10% | 13.37%-4.3pp | 15.65%-6.5pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,941 | $6,048-67.9% | $5,039-61.5% | $4,660-58.3% |
| Participant deferral / active EE | $8,224 | $7,975+3.1% | $6,757+21.7% | $6,688+23.0% |
| Admin fee / account holder | $5,328 | $19,419-72.6% | $12,724-58.1% | $13,397-60.2% |