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 | $53,339 | $127,777-58.3% | $106,548-49.9% | $167,490-68.2% |
| Participation rate | 59.1% | 78.3%-19.2pp | 76.1%-17.0pp | 82.1%-23.0pp |
| Annual return | 18.36% | 33.87%-15.5pp | 26.80%-8.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,214 | $3,427-64.6% | $2,819-56.9% | $4,837-74.9% |
| Participant deferral / active EE | $2,049 | $5,087-59.7% | $4,398-53.4% | $6,341-67.7% |
| Admin fee / account holder | $2,881 | $11,228-74.3% | $7,407-61.1% | $12,309-76.6% |