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 | $66,153 | $172,111-61.6% | $150,298-56.0% | $137,256-51.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 19.30% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,251 | $4,636-73.0% | $4,154-69.9% | $4,156-69.9% |
| Participant deferral / active EE | $7,575 | $6,166+22.9% | $5,453+38.9% | $6,407+18.2% |
| Admin fee / account holder | $3,863 | $16,471-76.5% | $14,116-72.6% | $12,270-68.5% |