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 | $41,967 | $179,726-76.6% | $156,263-73.1% | $142,382-70.5% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.9%-40.0pp | 80.1%-41.2pp |
| Annual return | 22.59% | 77.86%-55.3pp | 59.47%-36.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,559 | $5,069-69.3% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $3,153 | $6,956-54.7% | $6,158-48.8% | $6,507-51.5% |
| Admin fee / account holder | $1,019 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |