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 | $81,309 | $159,602-49.1% | $150,045-45.8% | $142,382-42.9% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,221 | $4,961-75.4% | $4,693-74.0% | $4,299-71.6% |
| Participant deferral / active EE | $3,487 | $8,310-58.0% | $7,997-56.4% | $6,507-46.4% |
| Admin fee / account holder | $665 | $14,846-95.5% | $13,435-95.1% | $12,624-94.7% |