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 | $52,559 | $96,484-45.5% | $156,263-66.4% | $74,304-29.3% |
| Participation rate | 34.3% | 67.7%-33.4pp | 78.9%-44.6pp | 60.3%-26.1pp |
| Annual return | 16.32% | 17.73%-1.4pp | 59.47%-43.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,006 | $2,528-60.2% | $4,333-76.8% | $2,241-55.1% |
| Participant deferral / active EE | $2,371 | $4,286-44.7% | $6,158-61.5% | $3,767-37.1% |
| Admin fee / account holder | $6,748 | $3,728+81.0% | $14,255-52.7% | $2,969+127.3% |