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 | $57,821 | $109,881-47.4% | $150,045-61.5% | $84,808-31.8% |
| Participation rate | 68.6% | 76.1%-7.5pp | 82.3%-13.8pp | 68.3%+0.3pp |
| Annual return | 15.46% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,110 | $3,561-68.8% | $4,693-76.3% | $2,631-57.8% |
| Participant deferral / active EE | $10,342 | $6,636+55.9% | $7,997+29.3% | $4,212+145.6% |
| Admin fee / account holder | $19,601 | $8,568+128.8% | $13,435+45.9% | $7,344+166.9% |