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 | $88,380 | $114,381-22.7% | $107,525-17.8% | $142,382-37.9% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.1%-35.9pp | 80.1%-41.0pp |
| Annual return | 18.26% | 242.71%-224.4pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,177 | $4,015-70.7% | $3,754-68.6% | $4,299-72.6% |
| Participant deferral / active EE | $4,183 | $5,564-24.8% | $5,116-18.2% | $6,507-35.7% |
| Admin fee / account holder | $800 | $9,860-91.9% | $8,919-91.0% | $12,624-93.7% |