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 | $45,087 | $106,515-57.7% | $96,683-53.4% | $139,434-67.7% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 13.77% | 38.43%-24.7pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,403 | $4,103-65.8% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $4,173 | $5,454-23.5% | $4,878-14.5% | $6,710-37.8% |
| Admin fee / account holder | $3,997 | $7,877-49.3% | $6,730-40.6% | $11,403-65.0% |