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 | $42,683 | $132,634-67.8% | $115,768-63.1% | $137,256-68.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 16.61% | 160.70%-144.1pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,568 | $3,360-53.3% | $2,940-46.7% | $4,156-62.3% |
| Participant deferral / active EE | $2,022 | $5,619-64.0% | $4,917-58.9% | $6,407-68.4% |
| Admin fee / account holder | $2,777 | $15,028-81.5% | $12,439-77.7% | $12,270-77.4% |