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 | $30,152 | $165,984-81.8% | $164,813-81.7% | $145,922-79.3% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 13.11% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,608 | $5,273-69.5% | $4,341-63.0% | $4,660-65.5% |
| Participant deferral / active EE | $3,278 | $6,959-52.9% | $6,031-45.6% | $6,688-51.0% |
| Admin fee / account holder | $484 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |