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 | $43,784 | $115,708-62.2% | $65,255-32.9% | $139,434-68.6% |
| Participation rate | 26.1% | 67.8%-41.7pp | 65.0%-38.9pp | 80.3%-54.2pp |
| Annual return | 14.27% | 31.19%-16.9pp | 47.35%-33.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,135 | $2,599-56.3% | $1,691-32.9% | $4,751-76.1% |
| Participant deferral / active EE | $1,919 | $4,240-54.7% | $2,831-32.2% | $6,710-71.4% |
| Admin fee / account holder | $686 | $6,698-89.8% | $4,112-83.3% | $11,403-94.0% |