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 | $156,981 | $217,402-27.8% | $185,823-15.5% | $167,490-6.3% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 18.24% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,394 | $5,873-76.3% | $5,167-73.0% | $4,837-71.2% |
| Participant deferral / active EE | $4,875 | $6,356-23.3% | $5,568-12.4% | $6,341-23.1% |
| Admin fee / account holder | $447 | $19,811-97.7% | $16,237-97.2% | $12,309-96.4% |