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 | $49,337 | $115,770-57.4% | $101,248-51.3% | $158,922-69.0% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 15.70% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,101 | $4,175-73.6% | $3,660-69.9% | $4,761-76.9% |
| Participant deferral / active EE | $3,687 | $4,957-25.6% | $4,370-15.6% | $5,982-38.4% |
| Admin fee / account holder | $987 | $7,245-86.4% | $5,945-83.4% | $11,246-91.2% |