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 | $39,383 | $77,419-49.1% | $69,455-43.3% | $152,861-74.2% |
| Participation rate | 42.1% | 78.1%-36.0pp | 74.6%-32.5pp | 82.4%-40.3pp |
| Annual return | 16.16% | 39.06%-22.9pp | 28.97%-12.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,138 | $3,315-65.7% | $2,779-59.0% | $4,762-76.1% |
| Participant deferral / active EE | $5,748 | $4,414+30.2% | $3,535+62.6% | $5,850-1.8% |
| Admin fee / account holder | $651 | $6,207-89.5% | $3,839-83.0% | $11,596-94.4% |