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 | $35,195 | $228,332-84.6% | $185,823-81.1% | $158,922-77.9% |
| Participation rate | 34.8% | 82.3%-47.5pp | 78.0%-43.2pp | 82.0%-47.2pp |
| Annual return | 11.22% | 40.80%-29.6pp | 35.95%-24.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,183 | $6,415-66.0% | $5,632-61.2% | $5,982-63.5% |
| Admin fee / account holder | $1,758 | $11,864-85.2% | $9,500-81.5% | $11,246-84.4% |