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 | $96,999 | $175,202-44.6% | $149,673-35.2% | $139,434-30.4% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 17.36% | 166.71%-149.3pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,871 | $5,474-65.8% | $4,818-61.2% | $4,751-60.6% |
| Participant deferral / active EE | $5,583 | $6,519-14.4% | $5,680-1.7% | $6,710-16.8% |
| Admin fee / account holder | $1,990 | $16,150-87.7% | $13,210-84.9% | $11,403-82.6% |