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 | $71,807 | $111,814-35.8% | $103,374-30.5% | $145,959-50.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.36% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,209 | $4,214-47.6% | $3,869-42.9% | $4,661-52.6% |
| Participant deferral / active EE | $5,830 | $5,618+3.8% | $5,058+15.3% | $6,689-12.8% |
| Admin fee / account holder | $940 | $9,754-90.4% | $8,394-88.8% | $13,398-93.0% |