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 | $45,771 | $165,984-72.4% | $164,813-72.2% | $145,922-68.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.56% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,550 | $5,273-32.7% | $4,341-18.2% | $4,660-23.8% |
| Participant deferral / active EE | $5,680 | $6,959-18.4% | $6,031-5.8% | $6,688-15.1% |
| Admin fee / account holder | $1,630 | $16,648-90.2% | $12,690-87.2% | $13,397-87.8% |