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 | $37,094 | $55,415-33.1% | $155,509-76.1% | $74,495-50.2% |
| Participation rate | 35.5% | 61.9%-26.4pp | 78.2%-42.7pp | 67.2%-31.7pp |
| Annual return | 16.82% | 268.50%-251.7pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,145 | $2,267-49.5% | $4,672-75.5% | $2,623-56.4% |
| Participant deferral / active EE | $2,604 | $2,836-8.2% | $5,626-53.7% | $4,346-40.1% |
| Admin fee / account holder | $3,647 | $1,738+109.8% | $15,912-77.1% | $1,942+87.8% |