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 | $49,236 | $148,534-66.9% | $135,903-63.8% | $139,434-64.7% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 21.84% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,309 | $5,243-17.8% | $4,856-11.3% | $4,751-9.3% |
| Participant deferral / active EE | $3,733 | $8,100-53.9% | $7,758-51.9% | $6,710-44.4% |
| Admin fee / account holder | $518 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |