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 | $177,572-62.7% | $154,803-57.3% | $142,382-53.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 19.30% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,251 | $4,810-74.0% | $4,305-70.9% | $4,299-70.9% |
| Participant deferral / active EE | $7,575 | $6,272+20.8% | $5,540+36.7% | $6,507+16.4% |
| Admin fee / account holder | $3,863 | $16,786-77.0% | $14,329-73.0% | $12,624-69.4% |