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 | $54,831 | $111,754-50.9% | $103,333-46.9% | $145,922-62.4% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 12.38% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,175 | $4,212-48.4% | $3,868-43.8% | $4,660-53.3% |
| Participant deferral / active EE | $4,678 | $5,619-16.7% | $5,057-7.5% | $6,688-30.0% |
| Admin fee / account holder | $6,303 | $9,750-35.4% | $8,355-24.6% | $13,397-53.0% |