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 | $28,630 | $201,272-85.8% | $184,203-84.5% | $145,922-80.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.48% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,608 | $7,022-77.1% | $6,427-75.0% | $4,660-65.5% |
| Participant deferral / active EE | $5,216 | $9,806-46.8% | $9,131-42.9% | $6,688-22.0% |
| Admin fee / account holder | $10,033 | $16,364-38.7% | $13,901-27.8% | $13,397-25.1% |