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 | $77,875 | $118,450-34.3% | $98,439-20.9% | $139,434-44.1% |
| Participation rate | 65.0% | 77.4%-12.4pp | 75.2%-10.2pp | 80.3%-15.3pp |
| Annual return | 15.19% | 18.94%-3.8pp | 21.16%-6.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $932 | $3,609-74.2% | $3,048-69.4% | $4,751-80.4% |
| Participant deferral / active EE | $1,956 | $5,392-63.7% | $4,738-58.7% | $6,710-70.9% |
| Admin fee / account holder | $6,671 | $14,026-52.4% | $8,948-25.4% | $11,403-41.5% |