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 | $71,436 | $127,065-43.8% | $113,168-36.9% | $142,382-49.8% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 18.32% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,286 | $3,442-33.6% | $2,975-23.2% | $4,299-46.8% |
| Participant deferral / active EE | $4,979 | $5,716-12.9% | $5,107-2.5% | $6,507-23.5% |
| Admin fee / account holder | $1,710 | $15,736-89.1% | $12,068-85.8% | $12,624-86.5% |