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 | $49,020 | $124,319-60.6% | $111,297-56.0% | $167,490-70.7% |
| Participation rate | 65.0% | 79.6%-14.6pp | 77.3%-12.3pp | 82.1%-17.1pp |
| Annual return | 12.97% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,947 | $3,435-43.3% | $2,731-28.7% | $4,837-59.8% |
| Participant deferral / active EE | $3,975 | $5,180-23.3% | $4,487-11.4% | $6,341-37.3% |
| Admin fee / account holder | $3,482 | $10,618-67.2% | $7,964-56.3% | $12,309-71.7% |