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 | $54,178 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.5pp |
| Annual return | 7.40% | 1287.37%-1280.0pp | 850.88%-843.5pp | 519.73%-512.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,565 | $4,682-23.9% | $4,082-12.7% | $5,609-36.4% |
| Admin fee / account holder | $6,955 | $6,674+4.2% | $5,478+27.0% | $10,827-35.8% |