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 | $66,382 | $232,540-71.5% | $185,117-64.1% | $147,584-55.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 11.98% | 43.03%-31.0pp | 40.50%-28.5pp | 578.55%-566.6pp |
| Employer contribution / active EE | $898 | $5,195-82.7% | $4,182-78.5% | $4,876-81.6% |
| Participant deferral / active EE | $4,949 | $5,834-15.2% | $5,045-1.9% | $5,439-9.0% |
| Admin fee / account holder | $28,824 | $10,275+180.5% | $8,159+253.3% | $10,885+164.8% |