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 | $52,402 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 13.56% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,178 | $4,961-76.3% | $4,693-74.9% | $4,299-72.6% |
| Participant deferral / active EE | $11,234 | $8,310+35.2% | $7,997+40.5% | $6,507+72.6% |
| Admin fee / account holder | $18,341 | $14,846+23.5% | $13,435+36.5% | $12,624+45.3% |