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 | $35,858 | $227,553-84.2% | $189,557-81.1% | $167,490-78.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 13.47% | 78.40%-64.9pp | 64.17%-50.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,410 | $7,002-65.6% | $6,174-61.0% | $6,341-62.0% |
| Admin fee / account holder | $9,720 | $11,878-18.2% | $9,807-0.9% | $12,309-21.0% |