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 | $27,977 | $52,580-46.8% | $71,671-61.0% | $70,131-60.1% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 15.59% | 20.25%-4.7pp | 20.65%-5.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,428 | $1,616+50.3% | $2,460-1.3% | $2,342+3.7% |
| Participant deferral / active EE | $3,288 | $2,386+37.8% | $3,438-4.3% | $3,332-1.3% |
| Admin fee / account holder | $6,476 | $3,653+77.3% | $5,558+16.5% | $4,645+39.4% |