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 | $46,712 | $85,022-45.1% | $70,515-33.8% | $139,434-66.5% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.3%-21.3pp | 80.3%-33.3pp |
| Annual return | 13.26% | 30.38%-17.1pp | 32.77%-19.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,246 | $3,909-42.5% | $2,973-24.5% | $4,751-52.7% |
| Participant deferral / active EE | $3,860 | $5,890-34.5% | $4,567-15.5% | $6,710-42.5% |
| Admin fee / account holder | $11,390 | $8,906+27.9% | $6,412+77.6% | $11,403-0.1% |