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 | $52,052 | $73,360-29.0% | $177,989-70.8% | $74,495-30.1% |
| Participation rate | 45.6% | 66.6%-21.0pp | 77.1%-31.5pp | 67.2%-21.6pp |
| Annual return | 19.23% | 17.49%+1.7pp | 294.48%-275.3pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,367 | $2,216-38.3% | $3,949-65.4% | $2,623-47.9% |
| Participant deferral / active EE | $3,949 | $4,513-12.5% | $6,276-37.1% | $4,346-9.1% |
| Admin fee / account holder | $3,465 | $1,808+91.7% | $10,363-66.6% | $1,942+78.5% |