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 | $57,506 | $117,381-51.0% | $99,443-42.2% | $152,861-62.4% |
| Participation rate | 22.2% | 77.5%-55.3pp | 73.8%-51.6pp | 82.4%-60.2pp |
| Annual return | 28.36% | 31.87%-3.5pp | 30.72%-2.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,388 | $3,013-53.9% | $2,540-45.3% | $4,762-70.9% |
| Participant deferral / active EE | $2,889 | $4,086-29.3% | $3,619-20.2% | $5,850-50.6% |
| Admin fee / account holder | $2,029 | $7,631-73.4% | $6,250-67.5% | $11,596-82.5% |