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 | $57,081 | $106,890-46.6% | $84,015-32.1% | $152,861-62.7% |
| Participation rate | 68.2% | 75.2%-7.1pp | 69.0%-0.8pp | 82.4%-14.3pp |
| Annual return | 19.54% | 104.99%-85.4pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $792 | $2,734-71.0% | $1,983-60.1% | $4,762-83.4% |
| Participant deferral / active EE | $3,364 | $4,011-16.1% | $3,239+3.9% | $5,850-42.5% |
| Admin fee / account holder | $3,524 | $8,285-57.5% | $6,101-42.2% | $11,596-69.6% |