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 | $39,461 | $114,381-65.5% | $107,525-63.3% | $142,382-72.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 14.46% | 242.71%-228.2pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,278 | $4,015-68.2% | $3,754-65.9% | $4,299-70.3% |
| Participant deferral / active EE | $2,686 | $5,564-51.7% | $5,116-47.5% | $6,507-58.7% |
| Admin fee / account holder | $18,676 | $9,860+89.4% | $8,919+109.4% | $12,624+47.9% |