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 | $112,956 | $227,553-50.4% | $189,557-40.4% | $167,490-32.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 16.96% | 78.40%-61.4pp | 64.17%-47.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,083 | $5,316-79.6% | $4,412-75.5% | $4,837-77.6% |
| Participant deferral / active EE | $2,826 | $7,002-59.6% | $6,174-54.2% | $6,341-55.4% |
| Admin fee / account holder | $774 | $11,878-93.5% | $9,807-92.1% | $12,309-93.7% |