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 | $43,936 | $227,553-80.7% | $189,557-76.8% | $167,490-73.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 15.65% | 78.40%-62.7pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,717 | $5,316-48.9% | $4,412-38.4% | $4,837-43.8% |
| Participant deferral / active EE | $5,586 | $7,002-20.2% | $6,174-9.5% | $6,341-11.9% |
| Admin fee / account holder | $404 | $11,878-96.6% | $9,807-95.9% | $12,309-96.7% |