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 | $45,005 | $115,770-61.1% | $101,248-55.5% | $158,922-71.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 24.57% | 56.14%-31.6pp | 46.47%-21.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,246 | $4,175-22.2% | $3,660-11.3% | $4,761-31.8% |
| Participant deferral / active EE | $4,868 | $4,957-1.8% | $4,370+11.4% | $5,982-18.6% |
| Admin fee / account holder | $1,263 | $7,245-82.6% | $5,945-78.8% | $11,246-88.8% |