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 | $41,401 | $111,724-62.9% | $93,606-55.8% | $145,922-71.6% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 9.68% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $916 | $3,090-70.3% | $2,420-62.1% | $4,660-80.3% |
| Participant deferral / active EE | $3,287 | $4,912-33.1% | $4,411-25.5% | $6,688-50.8% |
| Admin fee / account holder | $2,474 | $10,250-75.9% | $8,285-70.1% | $13,397-81.5% |