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 | $21,275 | $77,314-72.5% | $177,989-88.0% | $80,856-73.7% |
| Participation rate | 59.5% | 65.7%-6.2pp | 77.1%-17.6pp | 67.6%-8.2pp |
| Annual return | 13.93% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,382 | $2,292-39.7% | $3,949-65.0% | $2,755-49.8% |
| Participant deferral / active EE | $1,889 | $4,411-57.2% | $6,276-69.9% | $4,296-56.0% |
| Admin fee / account holder | $3,333 | $7,191-53.7% | $10,363-67.8% | $6,918-51.8% |