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 | $87,022 | $165,984-47.6% | $164,813-47.2% | $145,922-40.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.39% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,526 | $5,273-71.1% | $4,341-64.8% | $4,660-67.3% |
| Participant deferral / active EE | $2,682 | $6,959-61.5% | $6,031-55.5% | $6,688-59.9% |
| Admin fee / account holder | $53,981 | $16,648+224.3% | $12,690+325.4% | $13,397+302.9% |