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 | $30,087 | $176,056-82.9% | $159,436-81.1% | $167,490-82.0% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 15.20% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,041 | $5,297-61.5% | $4,829-57.7% | $4,837-57.8% |
| Participant deferral / active EE | $3,274 | $7,750-57.8% | $7,352-55.5% | $6,341-48.4% |
| Admin fee / account holder | $3,122 | $12,554-75.1% | $10,799-71.1% | $12,309-74.6% |