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 | $36,850 | $76,407-51.8% | $150,298-75.5% | $82,448-55.3% |
| Participation rate | 36.4% | 66.4%-30.0pp | 77.8%-41.4pp | 68.1%-31.7pp |
| Annual return | 15.81% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,183 | $2,614-54.8% | $4,154-71.5% | $2,551-53.6% |
| Participant deferral / active EE | $1,925 | $3,214-40.1% | $5,453-64.7% | $4,139-53.5% |
| Admin fee / account holder | $5,553 | $6,352-12.6% | $14,116-60.7% | $7,234-23.2% |