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 | $36,665 | $162,781-77.5% | $133,956-72.6% | $158,922-76.9% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 14.37% | 41.94%-27.6pp | 45.09%-30.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,203 | $4,975-55.7% | $3,919-43.8% | $4,761-53.7% |
| Participant deferral / active EE | $3,512 | $5,911-40.6% | $5,048-30.4% | $5,982-41.3% |
| Admin fee / account holder | $1,503 | $11,736-87.2% | $8,927-83.2% | $11,246-86.6% |