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 | $21,229 | $48,046-55.8% | $84,611-74.9% | $72,985-70.9% |
| Participation rate | 54.7% | 57.6%-2.9pp | 68.2%-13.6pp | 69.5%-14.8pp |
| Annual return | 25.34% | 37.38%-12.0pp | 258.74%-233.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,252 | $1,602-21.8% | $2,652-52.8% | $2,440-48.7% |
| Participant deferral / active EE | $2,391 | $2,680-10.8% | $3,899-38.7% | $3,607-33.7% |
| Admin fee / account holder | $2,225 | $3,395-34.5% | $4,912-54.7% | $5,124-56.6% |