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 | $35,481 | $23,330+52.1% | $64,489-45.0% | $82,448-57.0% |
| Participation rate | 38.3% | 68.3%-30.0pp | 67.7%-29.4pp | 68.1%-29.8pp |
| Annual return | 14.77% | 83.66%-68.9pp | 55.03%-40.3pp | 41.64%-26.9pp |
| Employer contribution / active EE | $545 | $824-33.9% | $1,523-64.2% | $2,551-78.6% |
| Participant deferral / active EE | $1,130 | $1,707-33.8% | $2,778-59.3% | $4,139-72.7% |
| Admin fee / account holder | $1,086 | $2,946-63.1% | $4,260-74.5% | $7,234-85.0% |