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 | $65,787 | $127,065-48.2% | $113,168-41.9% | $142,382-53.8% |
| Participation rate | 47.1% | 79.2%-32.1pp | 76.6%-29.5pp | 80.1%-33.1pp |
| Annual return | 16.32% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,242 | $3,442-63.9% | $2,975-58.2% | $4,299-71.1% |
| Participant deferral / active EE | $3,235 | $5,716-43.4% | $5,107-36.7% | $6,507-50.3% |
| Admin fee / account holder | $675 | $15,736-95.7% | $12,068-94.4% | $12,624-94.7% |