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 | $91,749 | $112,729-18.6% | $98,716-7.1% | $137,256-33.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 17.15% | 38.48%-21.3pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $803 | $2,725-70.5% | $2,279-64.8% | $4,156-80.7% |
| Participant deferral / active EE | $3,133 | $4,640-32.5% | $4,048-22.6% | $6,407-51.1% |
| Admin fee / account holder | $946 | $10,129-90.7% | $8,703-89.1% | $12,270-92.3% |