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 | $54,000 | $87,013-37.9% | $106,213-49.2% | $80,856-33.2% |
| Participation rate | 34.4% | 70.4%-36.1pp | 75.3%-40.9pp | 67.6%-33.3pp |
| Annual return | 11.95% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,260 | $2,395-47.4% | $3,171-60.3% | $2,755-54.3% |
| Participant deferral / active EE | $2,958 | $3,986-25.8% | $5,016-41.0% | $4,296-31.1% |
| Admin fee / account holder | $2,565 | $8,431-69.6% | $11,033-76.8% | $6,918-62.9% |