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 | $87,005 | $138,065-37.0% | $123,544-29.6% | $135,375-35.7% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | 16.35% | 153.68%-137.3pp | 119.20%-102.8pp | 519.73%-503.4pp |
| Employer contribution / active EE | $1,138 | $5,151-77.9% | $4,628-75.4% | $4,779-76.2% |
| Participant deferral / active EE | $4,648 | $6,799-31.6% | $6,426-27.7% | $5,609-17.1% |
| Admin fee / account holder | $388 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |