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 | $40,438 | $228,332-82.3% | $185,823-78.2% | $158,922-74.6% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 15.61% | 40.80%-25.2pp | 35.95%-20.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $720 | $4,967-85.5% | $4,087-82.4% | $4,761-84.9% |
| Participant deferral / active EE | $2,609 | $6,415-59.3% | $5,632-53.7% | $5,982-56.4% |
| Admin fee / account holder | $3,533 | $11,864-70.2% | $9,500-62.8% | $11,246-68.6% |