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 | $69,241 | $127,065-45.5% | $113,168-38.8% | $142,382-51.4% |
| Participation rate | 47.4% | 79.2%-31.8pp | 76.6%-29.2pp | 80.1%-32.8pp |
| Annual return | 18.57% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $833 | $3,442-75.8% | $2,975-72.0% | $4,299-80.6% |
| Participant deferral / active EE | $3,193 | $5,716-44.1% | $5,107-37.5% | $6,507-50.9% |
| Admin fee / account holder | $19,063 | $15,736+21.1% | $12,068+58.0% | $12,624+51.0% |