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 | $48,277 | $102,966-53.1% | $90,281-46.5% | $152,861-68.4% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 28.45% | 95.16%-66.7pp | 78.10%-49.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,750 | $3,139-12.4% | $2,854-3.6% | $4,762-42.2% |
| Participant deferral / active EE | $8,779 | $4,281+105.0% | $3,885+126.0% | $5,850+50.1% |
| Admin fee / account holder | $7,278 | $6,171+18.0% | $5,351+36.0% | $11,596-37.2% |