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 | $51,286 | $115,770-55.7% | $101,248-49.3% | $158,922-67.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 25.88% | 56.14%-30.3pp | 46.47%-20.6pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,046 | $4,175-74.9% | $3,660-71.4% | $4,761-78.0% |
| Participant deferral / active EE | $4,435 | $4,957-10.5% | $4,370+1.5% | $5,982-25.9% |
| Admin fee / account holder | $494 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |