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 | $58,774 | $115,770-49.2% | $101,248-42.0% | $158,922-63.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 18.18% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,174 | $4,175-71.9% | $3,660-67.9% | $4,761-75.3% |
| Participant deferral / active EE | $3,283 | $4,957-33.8% | $4,370-24.9% | $5,982-45.1% |
| Admin fee / account holder | $977 | $7,245-86.5% | $5,945-83.6% | $11,246-91.3% |