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 | $33,407 | $106,515-68.6% | $96,683-65.4% | $139,434-76.0% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 20.75% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,187 | $4,103-71.1% | $3,737-68.2% | $4,751-75.0% |
| Participant deferral / active EE | $4,889 | $5,454-10.4% | $4,878+0.2% | $6,710-27.1% |
| Admin fee / account holder | $1,341 | $7,877-83.0% | $6,730-80.1% | $11,403-88.2% |