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 | $56,132 | $114,381-50.9% | $107,525-47.8% | $142,382-60.6% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 14.70% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,135 | $4,015-71.7% | $3,754-69.8% | $4,299-73.6% |
| Participant deferral / active EE | $1,543 | $5,564-72.3% | $5,116-69.8% | $6,507-76.3% |
| Admin fee / account holder | $9,411 | $9,860-4.6% | $8,919+5.5% | $12,624-25.5% |