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 | $45,426 | $72,277-37.1% | $101,248-55.1% | $79,858-43.1% |
| Participation rate | 28.9% | 68.5%-39.5pp | 75.8%-46.9pp | 69.6%-40.7pp |
| Annual return | 22.00% | 22.30%-0.3pp | 46.47%-24.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,128 | $2,692-58.1% | $3,660-69.2% | $2,471-54.4% |
| Participant deferral / active EE | $1,721 | $3,282-47.5% | $4,370-60.6% | $3,740-54.0% |
| Admin fee / account holder | $1,091 | $4,400-75.2% | $5,945-81.7% | $5,306-79.4% |