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 | $40,454 | $49,922-19.0% | $80,569-49.8% | $75,163-46.2% |
| Participation rate | 46.4% | 55.3%-8.9pp | 67.0%-20.6pp | 67.2%-20.8pp |
| Annual return | 19.81% | 34.69%-14.9pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,187 | $1,698-30.1% | $2,723-56.4% | $2,670-55.5% |
| Participant deferral / active EE | $3,787 | $2,990+26.6% | $4,447-14.9% | $4,125-8.2% |
| Admin fee / account holder | $678 | $3,577-81.1% | $5,377-87.4% | $5,651-88.0% |