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 | $91,166 | $114,381-20.3% | $107,525-15.2% | $142,382-36.0% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.1%-18.6pp | 80.1%-23.6pp |
| Annual return | 19.90% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,564 | $4,015-36.1% | $3,754-31.7% | $4,299-40.4% |
| Participant deferral / active EE | $5,321 | $5,564-4.4% | $5,116+4.0% | $6,507-18.2% |
| Admin fee / account holder | $412 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |