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 | $86,473 | $133,922-35.4% | $116,228-25.6% | $142,382-39.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 12.61% | 147.76%-135.2pp | 90.06%-77.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,572 | $3,446-54.4% | $2,994-47.5% | $4,299-63.4% |
| Participant deferral / active EE | $3,773 | $5,672-33.5% | $4,953-23.8% | $6,507-42.0% |
| Admin fee / account holder | $2,417 | $14,945-83.8% | $11,989-79.8% | $12,624-80.9% |