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 | $81,868 | $185,822-55.9% | $169,993-51.8% | $139,434-41.3% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 16.76% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,502 | $7,590-80.2% | $6,785-77.9% | $4,751-68.4% |
| Participant deferral / active EE | $5,436 | $11,622-53.2% | $10,408-47.8% | $6,710-19.0% |
| Admin fee / account holder | $2,502 | $15,381-83.7% | $12,815-80.5% | $11,403-78.1% |