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 | $47,369 | $80,968-41.5% | $96,544-50.9% | $75,163-37.0% |
| Participation rate | 65.1% | 71.8%-6.7pp | 76.0%-10.8pp | 67.2%-2.1pp |
| Annual return | 13.88% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,473 | $2,282-35.4% | $2,965-50.3% | $2,670-44.8% |
| Participant deferral / active EE | $3,164 | $3,928-19.4% | $4,851-34.8% | $4,125-23.3% |
| Admin fee / account holder | $13,114 | $6,724+95.0% | $8,252+58.9% | $5,651+132.1% |