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 | $34,160 | $117,983-71.0% | $101,794-66.4% | $142,382-76.0% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.2%-8.3pp | 80.1%-19.3pp |
| Annual return | 16.42% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,843 | $2,773-33.5% | $2,289-19.5% | $4,299-57.1% |
| Participant deferral / active EE | $3,815 | $4,714-19.1% | $4,084-6.6% | $6,507-41.4% |
| Admin fee / account holder | $26,670 | $10,433+155.6% | $8,777+203.9% | $12,624+111.3% |