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 | $58,346 | $159,901-63.5% | $146,958-60.3% | $145,922-60.0% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 17.46% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,554 | $5,286-70.6% | $4,933-68.5% | $4,660-66.6% |
| Participant deferral / active EE | $5,058 | $8,428-40.0% | $8,070-37.3% | $6,688-24.4% |
| Admin fee / account holder | $25,603 | $15,044+70.2% | $12,998+97.0% | $13,397+91.1% |