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 | $52,247 | $93,571-44.2% | $135,903-61.6% | $75,163-30.5% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 20.06% | 30.90%-10.8pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,885 | $3,537-46.7% | $4,856-61.2% | $2,670-29.4% |
| Participant deferral / active EE | $4,374 | $6,404-31.7% | $7,758-43.6% | $4,125+6.0% |
| Admin fee / account holder | $13,896 | $6,975+99.2% | $10,762+29.1% | $5,651+145.9% |