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 | $67,545 | $89,753-24.7% | $107,525-37.2% | $84,808-20.4% |
| Participation rate | 35.1% | 68.1%-33.0pp | 75.1%-40.0pp | 68.3%-33.2pp |
| Annual return | 19.06% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,428 | $3,113-54.1% | $3,754-62.0% | $2,631-45.7% |
| Participant deferral / active EE | $2,945 | $4,056-27.4% | $5,116-42.4% | $4,212-30.1% |
| Admin fee / account holder | $4,729 | $7,222-34.5% | $8,919-47.0% | $7,344-35.6% |