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 | $73,710 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 17.39% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,077 | $4,810+67.9% | $4,305+87.6% | $4,299+87.9% |
| Participant deferral / active EE | $6,300 | $6,272+0.5% | $5,540+13.7% | $6,507-3.2% |
| Admin fee / account holder | $1,154 | $16,786-93.1% | $14,329-91.9% | $12,624-90.9% |