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 | $38,016 | $89,753-57.6% | $107,525-64.6% | $84,808-55.2% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 20.93% | 29.48%-8.5pp | 181.32%-160.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,409 | $3,113-54.7% | $3,754-62.5% | $2,631-46.4% |
| Participant deferral / active EE | $3,687 | $4,056-9.1% | $5,116-27.9% | $4,212-12.5% |
| Admin fee / account holder | $1,840 | $7,222-74.5% | $8,919-79.4% | $7,344-74.9% |