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 | $52,674 | $81,632-35.5% | $70,449-25.2% | $158,922-66.9% |
| Participation rate | 58.3% | 77.7%-19.4pp | 75.1%-16.7pp | 82.0%-23.6pp |
| Annual return | 5.45% | 208.40%-203.0pp | 109.03%-103.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,323 | $3,217-27.8% | $2,737-15.1% | $4,761-51.2% |
| Participant deferral / active EE | $1,746 | $4,554-61.7% | $3,709-52.9% | $5,982-70.8% |
| Admin fee / account holder | $6,052 | $6,193-2.3% | $3,845+57.4% | $11,246-46.2% |