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 | $31,854 | $107,334-70.3% | $92,893-65.7% | $152,861-79.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 24.48% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,469 | $4,221-41.5% | $3,653-32.4% | $4,762-48.2% |
| Participant deferral / active EE | $3,974 | $4,845-18.0% | $4,236-6.2% | $5,850-32.1% |
| Admin fee / account holder | $2,184 | $7,079-69.1% | $5,794-62.3% | $11,596-81.2% |