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 | $27,157 | $118,849-77.2% | $96,562-71.9% | $167,490-83.8% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 12.46% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,088 | $3,120-65.1% | $2,356-53.8% | $4,837-77.5% |
| Participant deferral / active EE | $3,100 | $4,616-32.8% | $3,849-19.4% | $6,341-51.1% |
| Admin fee / account holder | $1,353 | $8,065-83.2% | $6,181-78.1% | $12,309-89.0% |