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 | $43,314 | $90,503-52.1% | $78,689-45.0% | $273,961-84.2% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 17.72% | 75.60%-57.9pp | 62.18%-44.5pp | 41.45%-23.7pp |
| Employer contribution / active EE | $2,572 | $3,176-19.0% | $2,851-9.8% | $4,869-47.2% |
| Participant deferral / active EE | $3,896 | $3,901-0.1% | $3,517+10.8% | $5,287-26.3% |
| Admin fee / account holder | $400 | $5,263-92.4% | $4,510-91.1% | $10,132-96.1% |