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 | $44,291 | $124,281-64.4% | $109,143-59.4% | $167,490-73.6% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.9%-46.5pp | 82.1%-52.7pp |
| Annual return | 17.32% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,052 | $4,207-75.0% | $3,722-71.7% | $4,837-78.3% |
| Participant deferral / active EE | $2,792 | $5,255-46.9% | $4,653-40.0% | $6,341-56.0% |
| Admin fee / account holder | $401 | $7,970-95.0% | $6,752-94.1% | $12,309-96.7% |