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 | $49,147 | $127,065-61.3% | $113,168-56.6% | $142,382-65.5% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 13.51% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,597 | $3,442-24.5% | $2,975-12.7% | $4,299-39.6% |
| Participant deferral / active EE | $4,767 | $5,716-16.6% | $5,107-6.7% | $6,507-26.7% |
| Admin fee / account holder | $862 | $15,736-94.5% | $12,068-92.9% | $12,624-93.2% |