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 | $64,384 | $106,515-39.6% | $96,683-33.4% | $139,434-53.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 22.07% | 38.43%-16.4pp | 35.69%-13.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,435 | $4,103-65.0% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $1,757 | $5,454-67.8% | $4,878-64.0% | $6,710-73.8% |
| Admin fee / account holder | $1,053 | $7,877-86.6% | $6,730-84.3% | $11,403-90.8% |