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 8-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 | $38,533 | $111,754-65.5% | $103,333-62.7% | $145,922-73.6% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-26.9pp |
| Annual return | 12.40% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,736 | $4,212-11.3% | $3,868-3.4% | $4,660-19.8% |
| Participant deferral / active EE | $2,755 | $5,619-51.0% | $5,057-45.5% | $6,688-58.8% |
| Admin fee / account holder | $480 | $9,750-95.1% | $8,355-94.3% | $13,397-96.4% |