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 | $72,487 | $183,592-60.5% | $155,567-53.4% | $145,959-50.3% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | 9.91% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,937 | $5,315-63.5% | $4,674-58.6% | $4,661-58.4% |
| Participant deferral / active EE | $4,599 | $6,464-28.9% | $5,628-18.3% | $6,689-31.2% |
| Admin fee / account holder | $16,863 | $19,318-12.7% | $15,916+5.9% | $13,398+25.9% |