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 7-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 | $34,219 | $74,888-54.3% | $71,209-51.9% | $142,382-76.0% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 14.43% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,019 | $2,854-29.3% | $2,721-25.8% | $4,299-53.0% |
| Participant deferral / active EE | $2,530 | $4,454-43.2% | $4,175-39.4% | $6,507-61.1% |
| Admin fee / account holder | $2,012 | $5,568-63.9% | $5,349-62.4% | $12,624-84.1% |