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 | $44,488 | $111,814-60.2% | $103,374-57.0% | $145,959-69.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.29% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,276 | $4,214-46.0% | $3,869-41.2% | $4,661-51.2% |
| Participant deferral / active EE | $9,451 | $5,618+68.2% | $5,058+86.9% | $6,689+41.3% |
| Admin fee / account holder | $624 | $9,754-93.6% | $8,394-92.6% | $13,398-95.3% |