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 | $70,894 | $197,825-64.2% | $155,790-54.5% | $125,391-43.5% |
| Participation rate | 54.5% | 82.1%-27.5pp | 76.1%-21.6pp | 83.2%-28.6pp |
| Annual return | 0.52% | 86.74%-86.2pp | 71.54%-71.0pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,027 | $4,847-58.2% | $3,836-47.2% | $4,866-58.3% |
| Participant deferral / active EE | $5,789 | $5,630+2.8% | $4,797+20.7% | $5,352+8.2% |
| Admin fee / account holder | $19,061 | $9,545+99.7% | $7,478+154.9% | $9,540+99.8% |