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 | $38,515 | $171,164-77.5% | $127,761-69.9% | $152,861-74.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.0%-29.0pp | 82.4%-32.4pp |
| Annual return | 20.04% | 23.54%-3.5pp | 26.14%-6.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,593 | $5,447-70.7% | $4,574-65.2% | $4,762-66.5% |
| Participant deferral / active EE | $3,508 | $7,038-50.2% | $6,021-41.7% | $5,850-40.0% |
| Admin fee / account holder | $638 | $14,530-95.6% | $9,395-93.2% | $11,596-94.5% |