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 | $37,440 | $107,334-65.1% | $92,893-59.7% | $152,861-75.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 27.72% | 145.58%-117.9pp | 109.41%-81.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,375 | $4,221-67.4% | $3,653-62.4% | $4,762-71.1% |
| Participant deferral / active EE | $6,239 | $4,845+28.8% | $4,236+47.3% | $5,850+6.6% |
| Admin fee / account holder | $527 | $7,079-92.6% | $5,794-90.9% | $11,596-95.5% |