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 | $179,726-57.4% | $156,263-51.0% | $142,382-46.2% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.9%-24.7pp | 80.1%-26.0pp |
| Annual return | 16.52% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,524 | $5,069-69.9% | $4,333-64.8% | $4,299-64.6% |
| Participant deferral / active EE | $3,671 | $6,956-47.2% | $6,158-40.4% | $6,507-43.6% |
| Admin fee / account holder | $1,086 | $17,272-93.7% | $14,255-92.4% | $12,624-91.4% |