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 | $81,294 | $109,881-26.0% | $150,045-45.8% | $84,808-4.1% |
| Participation rate | 52.5% | 76.1%-23.6pp | 82.3%-29.8pp | 68.3%-15.8pp |
| Annual return | 19.47% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,050 | $3,561-42.4% | $4,693-56.3% | $2,631-22.1% |
| Participant deferral / active EE | $4,389 | $6,636-33.9% | $7,997-45.1% | $4,212+4.2% |
| Admin fee / account holder | $738 | $8,568-91.4% | $13,435-94.5% | $7,344-90.0% |