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 | $51,057 | $232,540-78.0% | $185,117-72.4% | $147,584-65.4% |
| Participation rate | 58.8% | 82.4%-23.5pp | 77.3%-18.4pp | 82.8%-24.0pp |
| Annual return | 13.29% | 43.03%-29.7pp | 40.50%-27.2pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,288 | $5,195-75.2% | $4,182-69.2% | $4,876-73.6% |
| Participant deferral / active EE | $3,142 | $5,834-46.1% | $5,045-37.7% | $5,439-42.2% |
| Admin fee / account holder | $17,175 | $10,275+67.1% | $8,159+110.5% | $10,885+57.8% |