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 | $57,542 | $106,515-46.0% | $96,683-40.5% | $139,434-58.7% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 16.65% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,417 | $4,103-41.1% | $3,737-35.3% | $4,751-49.1% |
| Participant deferral / active EE | $4,934 | $5,454-9.5% | $4,878+1.2% | $6,710-26.5% |
| Admin fee / account holder | $1,955 | $7,877-75.2% | $6,730-70.9% | $11,403-82.9% |