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 | $82,379 | $81,632+0.9% | $70,449+16.9% | $158,922-48.2% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 39.54% | 208.40%-168.9pp | 109.03%-69.5pp | 302.83%-263.3pp |
| Employer contribution / active EE | $3,313 | $3,217+3.0% | $2,737+21.0% | $4,761-30.4% |
| Participant deferral / active EE | $6,396 | $4,554+40.4% | $3,709+72.5% | $5,982+6.9% |
| Admin fee / account holder | $1,174 | $6,193-81.0% | $3,845-69.5% | $11,246-89.6% |