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 | $71,135 | $78,672-9.6% | $109,143-34.8% | $85,850-17.1% |
| Participation rate | 58.5% | 68.3%-9.8pp | 75.9%-17.4pp | 69.3%-10.9pp |
| Annual return | 21.66% | 25.09%-3.4pp | 25.75%-4.1pp | 318.53%-296.9pp |
| Employer contribution / active EE | $1,123 | $2,735-59.0% | $3,722-69.8% | $2,565-56.2% |
| Participant deferral / active EE | $3,127 | $3,467-9.8% | $4,653-32.8% | $3,952-20.9% |
| Admin fee / account holder | $2,485 | $5,469-54.6% | $6,752-63.2% | $6,260-60.3% |