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 | $42,355 | $114,381-63.0% | $107,525-60.6% | $142,382-70.3% |
| Participation rate | 31.8% | 78.1%-46.3pp | 75.1%-43.3pp | 80.1%-48.3pp |
| Annual return | 22.10% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,617 | $4,015-59.7% | $3,754-56.9% | $4,299-62.4% |
| Participant deferral / active EE | $2,661 | $5,564-52.2% | $5,116-48.0% | $6,507-59.1% |
| Admin fee / account holder | $2,085 | $9,860-78.9% | $8,919-76.6% | $12,624-83.5% |