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 | $28,907 | $124,281-76.7% | $109,143-73.5% | $167,490-82.7% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 15.29% | 26.04%-10.7pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,039 | $4,207-51.5% | $3,722-45.2% | $4,837-57.8% |
| Participant deferral / active EE | $3,851 | $5,255-26.7% | $4,653-17.2% | $6,341-39.3% |
| Admin fee / account holder | $1,301 | $7,970-83.7% | $6,752-80.7% | $12,309-89.4% |