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 | $29,665 | $124,425-76.2% | $112,040-73.5% | $137,256-78.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 19.48% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,456 | $3,411-57.3% | $2,954-50.7% | $4,156-65.0% |
| Participant deferral / active EE | $2,179 | $5,718-61.9% | $5,098-57.3% | $6,407-66.0% |
| Admin fee / account holder | $532 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |