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 | $45,571 | $112,096-59.3% | $95,952-52.5% | $158,922-71.3% |
| Participation rate | 54.2% | 79.0%-24.8pp | 77.1%-22.9pp | 82.0%-27.8pp |
| Annual return | 11.88% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,957 | $3,198-38.8% | $2,541-23.0% | $4,761-58.9% |
| Participant deferral / active EE | $2,563 | $4,784-46.4% | $4,167-38.5% | $5,982-57.2% |
| Admin fee / account holder | $1,883 | $10,130-81.4% | $6,795-72.3% | $11,246-83.3% |