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 | $75,833 | $114,381-33.7% | $107,525-29.5% | $142,382-46.7% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 19.75% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,445 | $4,015-14.2% | $3,754-8.2% | $4,299-19.9% |
| Participant deferral / active EE | $8,948 | $5,564+60.8% | $5,116+74.9% | $6,507+37.5% |
| Admin fee / account holder | $435 | $9,860-95.6% | $8,919-95.1% | $12,624-96.6% |