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 | $47,203 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 13.03% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,540 | $4,961-69.0% | $4,693-67.2% | $4,299-64.2% |
| Participant deferral / active EE | $2,940 | $8,310-64.6% | $7,997-63.2% | $6,507-54.8% |
| Admin fee / account holder | $1,150 | $14,846-92.3% | $13,435-91.4% | $12,624-90.9% |