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 | $51,694 | $162,781-68.2% | $133,956-61.4% | $158,922-67.5% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 33.43% | 41.94%-8.5pp | 45.09%-11.7pp | 302.83%-269.4pp |
| Employer contribution / active EE | $1,026 | $4,975-79.4% | $3,919-73.8% | $4,761-78.5% |
| Participant deferral / active EE | $2,976 | $5,911-49.6% | $5,048-41.0% | $5,982-50.2% |
| Admin fee / account holder | $3,001 | $11,736-74.4% | $8,927-66.4% | $11,246-73.3% |