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 | $45,192 | $70,669-36.1% | $169,368-73.3% | $75,163-39.9% |
| Participation rate | 54.3% | 64.8%-10.5pp | 77.1%-22.9pp | 67.2%-12.9pp |
| Annual return | 22.24% | 36.36%-14.1pp | 405.60%-383.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,416 | $2,211-35.9% | $4,013-64.7% | $2,670-47.0% |
| Participant deferral / active EE | $4,141 | $4,311-3.9% | $6,221-33.4% | $4,125+0.4% |
| Admin fee / account holder | $2,292 | $5,402-57.6% | $9,003-74.5% | $5,651-59.4% |