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 | $53,660 | $124,319-56.8% | $111,297-51.8% | $167,490-68.0% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | 14.05% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,201 | $3,435-65.0% | $2,731-56.0% | $4,837-75.2% |
| Participant deferral / active EE | $3,663 | $5,180-29.3% | $4,487-18.4% | $6,341-42.2% |
| Admin fee / account holder | $3,190 | $10,618-70.0% | $7,964-59.9% | $12,309-74.1% |