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 | $36,886 | $157,256-76.5% | $141,162-73.9% | $152,861-75.9% |
| Participation rate | 29.2% | 84.8%-55.7pp | 82.5%-53.3pp | 82.4%-53.3pp |
| Annual return | 24.75% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,552 | $5,261-51.5% | $4,735-46.1% | $4,762-46.4% |
| Participant deferral / active EE | $5,691 | $7,109-20.0% | $6,709-15.2% | $5,850-2.7% |
| Admin fee / account holder | $3,152 | $12,120-74.0% | $10,261-69.3% | $11,596-72.8% |