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 | $58,609 | $214,378-72.7% | $200,582-70.8% | $142,382-58.8% |
| Participation rate | 35.7% | 87.4%-51.7pp | 86.9%-51.2pp | 80.1%-44.4pp |
| Annual return | 15.83% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,136 | $9,865-37.8% | $9,331-34.2% | $6,507-5.7% |
| Admin fee / account holder | $8,327 | $17,692-52.9% | $16,305-48.9% | $12,624-34.0% |