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 | $51,828 | $102,966-49.7% | $90,281-42.6% | $152,861-66.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 17.94% | 95.16%-77.2pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,215 | $3,139-61.3% | $2,854-57.4% | $4,762-74.5% |
| Participant deferral / active EE | $1,843 | $4,281-57.0% | $3,885-52.6% | $5,850-68.5% |
| Admin fee / account holder | $12,752 | $6,171+106.7% | $5,351+138.3% | $11,596+10.0% |