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 | $76,949 | $176,812-56.5% | $146,665-47.5% | $167,490-54.1% |
| Participation rate | 45.8% | 83.6%-37.8pp | 80.1%-34.2pp | 82.1%-36.3pp |
| Annual return | 17.67% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,370 | $5,160-73.4% | $4,136-66.9% | $4,837-71.7% |
| Participant deferral / active EE | $2,407 | $6,440-62.6% | $5,506-56.3% | $6,341-62.0% |
| Admin fee / account holder | $2,220 | $13,259-83.3% | $10,280-78.4% | $12,309-82.0% |