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 | $38,706 | $88,751-56.4% | $81,812-52.7% | $145,922-73.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 12.44% | 1025.40%-1013.0pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,468 | $3,083-19.9% | $2,912-15.2% | $4,660-47.0% |
| Participant deferral / active EE | $2,171 | $4,643-53.2% | $4,319-49.7% | $6,688-67.5% |
| Admin fee / account holder | $3,555 | $8,415-57.8% | $7,386-51.9% | $13,397-73.5% |