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 | $83,242 | $166,020-49.9% | $164,866-49.5% | $145,959-43.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.20% | 100.08%-81.9pp | 69.97%-51.8pp | 561.95%-543.7pp |
| Employer contribution / active EE | $3,436 | $5,275-34.9% | $4,343-20.9% | $4,661-26.3% |
| Participant deferral / active EE | $5,165 | $6,961-25.8% | $6,033-14.4% | $6,689-22.8% |
| Admin fee / account holder | $1,025 | $16,644-93.8% | $12,689-91.9% | $13,398-92.3% |