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 | $32,418 | $149,734-78.3% | $118,925-72.7% | $158,922-79.6% |
| Participation rate | 58.3% | 82.1%-23.7pp | 75.4%-17.0pp | 82.0%-23.6pp |
| Annual return | 21.91% | 19.95%+2.0pp | 35.88%-14.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,302 | $4,115-44.1% | $3,263-29.4% | $4,761-51.6% |
| Participant deferral / active EE | $5,335 | $5,223+2.1% | $4,265+25.1% | $5,982-10.8% |
| Admin fee / account holder | $878 | $8,603-89.8% | $6,581-86.7% | $11,246-92.2% |