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 | $22,946 | $107,334-78.6% | $92,893-75.3% | $152,861-85.0% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.4%-26.2pp |
| Annual return | 12.75% | 145.58%-132.8pp | 109.41%-96.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,413 | $4,221-42.8% | $3,653-33.9% | $4,762-49.3% |
| Participant deferral / active EE | $4,709 | $4,845-2.8% | $4,236+11.2% | $5,850-19.5% |
| Admin fee / account holder | $4,341 | $7,079-38.7% | $5,794-25.1% | $11,596-62.6% |