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 | $75,239 | $109,982-31.6% | $97,226-22.6% | $145,922-48.4% |
| Participation rate | 26.1% | 75.9%-49.9pp | 72.7%-46.6pp | 80.3%-54.2pp |
| Annual return | 15.54% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,233 | $3,084-60.0% | $2,729-54.8% | $4,660-73.5% |
| Participant deferral / active EE | $3,102 | $4,676-33.7% | $4,264-27.2% | $6,688-53.6% |
| Admin fee / account holder | $588 | $6,221-90.5% | $5,654-89.6% | $13,397-95.6% |