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 | $43,558 | $51,576-15.5% | $129,207-66.3% | $80,856-46.1% |
| Participation rate | 39.1% | 57.0%-17.9pp | 69.6%-30.6pp | 67.6%-28.6pp |
| Annual return | 18.60% | 20.81%-2.2pp | 9417.33%-9398.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,076 | $1,584-32.0% | $4,153-74.1% | $2,755-60.9% |
| Participant deferral / active EE | $2,122 | $2,669-20.5% | $4,168-49.1% | $4,296-50.6% |
| Admin fee / account holder | $396 | $4,305-90.8% | $7,715-94.9% | $6,918-94.3% |