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 | $43,266 | $101,724-57.5% | $164,813-73.7% | $80,856-46.5% |
| Participation rate | 31.6% | 71.8%-40.3pp | 78.6%-47.0pp | 67.6%-36.1pp |
| Annual return | 17.11% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,350 | $2,953-54.3% | $4,341-68.9% | $2,755-51.0% |
| Participant deferral / active EE | $3,305 | $4,477-26.2% | $6,031-45.2% | $4,296-23.1% |
| Admin fee / account holder | $22,959 | $8,227+179.1% | $12,690+80.9% | $6,918+231.9% |