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 | $76,430 | $109,413-30.1% | $156,263-51.1% | $84,808-9.9% |
| Participation rate | 40.7% | 72.7%-32.0pp | 78.9%-38.2pp | 68.3%-27.6pp |
| Annual return | 17.63% | 20.18%-2.6pp | 59.47%-41.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,356 | $2,907-53.3% | $4,333-68.7% | $2,631-48.5% |
| Participant deferral / active EE | $3,118 | $4,590-32.1% | $6,158-49.4% | $4,212-26.0% |
| Admin fee / account holder | $2,788 | $9,357-70.2% | $14,255-80.4% | $7,344-62.0% |