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 | $70,077 | $106,515-34.2% | $96,683-27.5% | $139,434-49.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.62% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,508 | $4,103-63.2% | $3,737-59.6% | $4,751-68.3% |
| Participant deferral / active EE | $4,436 | $5,454-18.7% | $4,878-9.1% | $6,710-33.9% |
| Admin fee / account holder | $785 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |