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 | $31,815 | $124,281-74.4% | $109,143-70.8% | $167,490-81.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 13.78% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,416 | $4,207-42.6% | $3,722-35.1% | $4,837-50.1% |
| Participant deferral / active EE | $3,930 | $5,255-25.2% | $4,653-15.5% | $6,341-38.0% |
| Admin fee / account holder | $1,536 | $7,970-80.7% | $6,752-77.3% | $12,309-87.5% |