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 | $41,231 | $100,773-59.1% | $88,946-53.6% | $142,382-71.0% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.8%-39.7pp | 80.1%-51.0pp |
| Annual return | 13.63% | 70.18%-56.5pp | 57.82%-44.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,135 | $2,918-61.1% | $2,555-55.6% | $4,299-73.6% |
| Participant deferral / active EE | $2,392 | $5,230-54.3% | $4,581-47.8% | $6,507-63.2% |
| Admin fee / account holder | $1,791 | $9,693-81.5% | $8,261-78.3% | $12,624-85.8% |