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 | $53,255 | $101,069-47.3% | $81,478-34.6% | $147,584-63.9% |
| Participation rate | 52.9% | 74.5%-21.5pp | 68.0%-15.0pp | 82.8%-29.9pp |
| Annual return | 42.49% | 32.40%+10.1pp | 38.78%+3.7pp | 578.55%-536.1pp |
| Employer contribution / active EE | $2,129 | $3,205-33.6% | $2,568-17.1% | $4,876-56.3% |
| Participant deferral / active EE | $3,854 | $4,242-9.1% | $3,537+9.0% | $5,439-29.1% |
| Admin fee / account holder | $3,015 | $5,812-48.1% | $4,561-33.9% | $10,885-72.3% |