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 | $56,664 | $176,056-67.8% | $159,436-64.5% | $167,490-66.2% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 15.05% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,793 | $5,297-66.1% | $4,829-62.9% | $4,837-62.9% |
| Participant deferral / active EE | $5,109 | $7,750-34.1% | $7,352-30.5% | $6,341-19.4% |
| Admin fee / account holder | $1,588 | $12,554-87.3% | $10,799-85.3% | $12,309-87.1% |