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 | $95,905 | $106,515-10.0% | $96,683-0.8% | $139,434-31.2% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.3%-43.9pp | 80.3%-49.9pp |
| Annual return | 21.59% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $920 | $4,103-77.6% | $3,737-75.4% | $4,751-80.6% |
| Participant deferral / active EE | $3,155 | $5,454-42.1% | $4,878-35.3% | $6,710-53.0% |
| Admin fee / account holder | $1,215 | $7,877-84.6% | $6,730-82.0% | $11,403-89.3% |