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 | $75,049 | $112,096-33.0% | $95,952-21.8% | $158,922-52.8% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 14.87% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,189 | $3,198-62.8% | $2,541-53.2% | $4,761-75.0% |
| Participant deferral / active EE | $4,632 | $4,784-3.2% | $4,167+11.2% | $5,982-22.6% |
| Admin fee / account holder | $1,603 | $10,130-84.2% | $6,795-76.4% | $11,246-85.7% |