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 | $45,804 | $80,724-43.3% | $103,333-55.7% | $74,495-38.5% |
| Participation rate | 40.7% | 65.7%-25.0pp | 74.5%-33.8pp | 67.2%-26.5pp |
| Annual return | 20.01% | 27.56%-7.5pp | 24.88%-4.9pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,133 | $3,157-64.1% | $3,868-70.7% | $2,623-56.8% |
| Participant deferral / active EE | $2,073 | $3,860-46.3% | $5,057-59.0% | $4,346-52.3% |
| Admin fee / account holder | $5,422 | $2,368+129.0% | $8,355-35.1% | $1,942+179.3% |