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 | $52,031 | $58,926-11.7% | $97,226-46.5% | $74,495-30.2% |
| Participation rate | 34.7% | 63.5%-28.7pp | 72.7%-37.9pp | 67.2%-32.5pp |
| Annual return | 13.45% | 16.04%-2.6pp | 75.13%-61.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,145 | $1,894-39.6% | $2,729-58.1% | $2,623-56.4% |
| Participant deferral / active EE | $2,122 | $3,664-42.1% | $4,264-50.2% | $4,346-51.2% |
| Admin fee / account holder | $741 | $1,974-62.5% | $5,654-86.9% | $1,942-61.9% |