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 | $49,678 | $78,672-36.9% | $109,143-54.5% | $85,850-42.1% |
| Participation rate | 44.8% | 68.3%-23.4pp | 75.9%-31.0pp | 69.3%-24.5pp |
| Annual return | 14.96% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,817 | $2,735-33.6% | $3,722-51.2% | $2,565-29.2% |
| Participant deferral / active EE | $3,702 | $3,467+6.8% | $4,653-20.4% | $3,952-6.3% |
| Admin fee / account holder | $676 | $5,469-87.6% | $6,752-90.0% | $6,260-89.2% |