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 | $86,101 | $124,425-30.8% | $112,040-23.2% | $137,256-37.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 16.97% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,115 | $3,411-67.3% | $2,954-62.2% | $4,156-73.2% |
| Participant deferral / active EE | $4,096 | $5,718-28.4% | $5,098-19.7% | $6,407-36.1% |
| Admin fee / account holder | $1,749 | $15,207-88.5% | $12,098-85.5% | $12,270-85.7% |