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 | $73,170 | $117,983-38.0% | $101,794-28.1% | $142,382-48.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 21.06% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,315 | $2,773-52.6% | $2,289-42.5% | $4,299-69.4% |
| Participant deferral / active EE | $3,687 | $4,714-21.8% | $4,084-9.7% | $6,507-43.3% |
| Admin fee / account holder | $2,694 | $10,433-74.2% | $8,777-69.3% | $12,624-78.7% |