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 | $83,287 | $113,339-26.5% | $94,993-12.3% | $147,584-43.6% |
| Participation rate | 27.3% | 78.0%-50.7pp | 73.9%-46.6pp | 82.8%-55.6pp |
| Annual return | 14.17% | 20.77%-6.6pp | 27.12%-13.0pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,632 | $3,160-16.7% | $2,603+1.1% | $4,876-46.0% |
| Participant deferral / active EE | $5,060 | $3,777+34.0% | $3,317+52.5% | $5,439-7.0% |
| Admin fee / account holder | $2,291 | $6,063-62.2% | $4,960-53.8% | $10,885-79.0% |