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 | $61,613 | $232,540-73.5% | $185,117-66.7% | $147,584-58.3% |
| Participation rate | 58.3% | 82.4%-24.0pp | 77.3%-18.9pp | 82.8%-24.5pp |
| Annual return | 14.22% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,291 | $5,195-55.9% | $4,182-45.2% | $4,876-53.0% |
| Participant deferral / active EE | $4,624 | $5,834-20.7% | $5,045-8.4% | $5,439-15.0% |
| Admin fee / account holder | $19,767 | $10,275+92.4% | $8,159+142.3% | $10,885+81.6% |