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 | $37,117 | $106,515-65.2% | $96,683-61.6% | $139,434-73.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 16.12% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,185 | $4,103-46.7% | $3,737-41.5% | $4,751-54.0% |
| Participant deferral / active EE | $5,266 | $5,454-3.4% | $4,878+7.9% | $6,710-21.5% |
| Admin fee / account holder | $7,787 | $7,877-1.1% | $6,730+15.7% | $11,403-31.7% |