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 | $72,484 | $107,334-32.5% | $92,893-22.0% | $152,861-52.6% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.4%-35.8pp |
| Annual return | 19.87% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,814 | $4,221-57.0% | $3,653-50.4% | $4,762-61.9% |
| Participant deferral / active EE | $2,469 | $4,845-49.0% | $4,236-41.7% | $5,850-57.8% |
| Admin fee / account holder | $5,409 | $7,079-23.6% | $5,794-6.6% | $11,596-53.4% |