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 | $60,779 | $110,257-44.9% | $96,544-37.0% | $139,434-56.4% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 15.67% | 26.32%-10.6pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,370 | $3,620-34.5% | $2,965-20.1% | $4,751-50.1% |
| Participant deferral / active EE | $3,443 | $5,548-37.9% | $4,851-29.0% | $6,710-48.7% |
| Admin fee / account holder | $1,208 | $11,591-89.6% | $8,252-85.4% | $11,403-89.4% |