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 | $37,758 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,876 | $4,015-28.4% | $3,754-23.4% | $4,299-33.1% |
| Participant deferral / active EE | $6,726 | $5,564+20.9% | $5,116+31.5% | $6,507+3.4% |
| Admin fee / account holder | $462 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |