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 | $60,961 | $97,125-37.2% | $86,233-29.3% | $137,256-55.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 11.77% | 74.19%-62.4pp | 61.39%-49.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,571 | $2,841+60.9% | $2,504+82.5% | $4,156+10.0% |
| Participant deferral / active EE | $9,216 | $5,180+77.9% | $4,559+102.2% | $6,407+43.9% |
| Admin fee / account holder | $525 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |