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 9-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 | $47,831 | $115,770-58.7% | $101,248-52.8% | $158,922-69.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.21% | 56.14%-34.9pp | 46.47%-25.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,104 | $4,175-73.6% | $3,660-69.8% | $4,761-76.8% |
| Participant deferral / active EE | $7,600 | $4,957+53.3% | $4,370+73.9% | $5,982+27.0% |
| Admin fee / account holder | $1,155 | $7,245-84.1% | $5,945-80.6% | $11,246-89.7% |