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 | $19,149 | $36,767-47.9% | $81,478-76.5% | $62,292-69.3% |
| Participation rate | 52.0% | 54.4%-2.4pp | 68.0%-16.0pp | 69.5%-17.5pp |
| Annual return | 23.67% | 173.80%-150.1pp | 38.78%-15.1pp | 28.90%-5.2pp |
| Employer contribution / active EE | $850 | $1,128-24.7% | $2,568-66.9% | $2,042-58.4% |
| Participant deferral / active EE | $2,063 | $2,111-2.3% | $3,537-41.7% | $3,169-34.9% |
| Admin fee / account holder | $2,713 | $797+240.3% | $4,561-40.5% | $479+465.9% |