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 | $27,850 | $46,869-40.6% | $122,332-77.2% | $70,131-60.3% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 23.48% | 24.22%-0.7pp | 30.27%-6.8pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,615 | $1,288+25.4% | $4,050-60.1% | $2,342-31.1% |
| Participant deferral / active EE | $3,853 | $2,166+77.8% | $3,287+17.2% | $3,332+15.6% |
| Admin fee / account holder | $781 | $3,322-76.5% | $5,478-85.7% | $4,645-83.2% |