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 | $36,249 | $124,319-70.8% | $111,297-67.4% | $167,490-78.4% |
| Participation rate | 41.7% | 79.6%-37.9pp | 77.3%-35.6pp | 82.1%-40.4pp |
| Annual return | 23.81% | 37.44%-13.6pp | 54.65%-30.8pp | 478.56%-454.8pp |
| Employer contribution / active EE | $1,207 | $3,435-64.9% | $2,731-55.8% | $4,837-75.0% |
| Participant deferral / active EE | $2,857 | $5,180-44.8% | $4,487-36.3% | $6,341-54.9% |
| Admin fee / account holder | $10,839 | $10,618+2.1% | $7,964+36.1% | $12,309-11.9% |