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 | $40,234 | $115,770-65.2% | $101,248-60.3% | $158,922-74.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 24.33% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,379 | $4,175-43.0% | $3,660-35.0% | $4,761-50.0% |
| Participant deferral / active EE | $3,535 | $4,957-28.7% | $4,370-19.1% | $5,982-40.9% |
| Admin fee / account holder | $3,141 | $7,245-56.7% | $5,945-47.2% | $11,246-72.1% |