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 | $33,237 | $177,572-81.3% | $154,803-78.5% | $142,382-76.7% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 13.22% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,354 | $4,810-71.8% | $4,305-68.5% | $4,299-68.5% |
| Participant deferral / active EE | $2,651 | $6,272-57.7% | $5,540-52.2% | $6,507-59.3% |
| Admin fee / account holder | $629 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |