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 | $42,544 | $102,966-58.7% | $90,281-52.9% | $152,861-72.2% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 23.72% | 95.16%-71.4pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,371 | $3,139-56.3% | $2,854-52.0% | $4,762-71.2% |
| Participant deferral / active EE | $6,655 | $4,281+55.4% | $3,885+71.3% | $5,850+13.8% |
| Admin fee / account holder | $5,643 | $6,171-8.5% | $5,351+5.5% | $11,596-51.3% |