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 | $76,606 | $178,174-57.0% | $156,181-51.0% | $137,256-44.2% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 16.52% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,524 | $4,972-69.4% | $4,294-64.5% | $4,156-63.3% |
| Participant deferral / active EE | $3,671 | $6,888-46.7% | $6,132-40.1% | $6,407-42.7% |
| Admin fee / account holder | $1,086 | $17,404-93.8% | $14,586-92.6% | $12,270-91.2% |