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 | $73,495 | $99,652-26.2% | $78,778-6.7% | $147,584-50.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 17.32% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,161 | $2,796-58.5% | $1,986-41.5% | $4,876-76.2% |
| Participant deferral / active EE | $5,549 | $3,664+51.5% | $2,958+87.6% | $5,439+2.0% |
| Admin fee / account holder | $3,247 | $7,155-54.6% | $5,134-36.8% | $10,885-70.2% |