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 | $68,768 | $77,314-11.1% | $177,989-61.4% | $80,856-15.0% |
| Participation rate | 25.4% | 65.7%-40.3pp | 77.1%-51.7pp | 67.6%-42.2pp |
| Annual return | 18.23% | 18.09%+0.1pp | 294.48%-276.3pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,231 | $2,292-46.3% | $3,949-68.8% | $2,755-55.3% |
| Participant deferral / active EE | $3,270 | $4,411-25.9% | $6,276-47.9% | $4,296-23.9% |
| Admin fee / account holder | $2,961 | $7,191-58.8% | $10,363-71.4% | $6,918-57.2% |