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 | $90,113 | $124,281-27.5% | $109,143-17.4% | $167,490-46.2% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 12.37% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,695 | $4,207-59.7% | $3,722-54.5% | $4,837-65.0% |
| Participant deferral / active EE | $2,329 | $5,255-55.7% | $4,653-50.0% | $6,341-63.3% |
| Admin fee / account holder | $3,127 | $7,970-60.8% | $6,752-53.7% | $12,309-74.6% |