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 | $74,795 | $148,534-49.6% | $135,903-45.0% | $139,434-46.4% |
| Participation rate | 40.9% | 83.9%-42.9pp | 81.9%-41.0pp | 80.3%-39.4pp |
| Annual return | 18.50% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,115 | $5,243-78.7% | $4,856-77.0% | $4,751-76.5% |
| Participant deferral / active EE | $3,294 | $8,100-59.3% | $7,758-57.5% | $6,710-50.9% |
| Admin fee / account holder | $1,116 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |