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 | $43,372 | $99,921-56.6% | $85,009-49.0% | $145,959-70.3% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.7pp |
| Annual return | 12.44% | 83.89%-71.4pp | 66.47%-54.0pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,852 | $3,233-42.7% | $2,728-32.1% | $4,661-60.3% |
| Participant deferral / active EE | $4,125 | $5,293-22.1% | $4,522-8.8% | $6,689-38.3% |
| Admin fee / account holder | $5,652 | $7,252-22.1% | $6,153-8.1% | $13,398-57.8% |