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 | $28,172 | $65,395-56.9% | $182,532-84.6% | $72,985-61.4% |
| Participation rate | 30.8% | 65.4%-34.7pp | 78.0%-47.2pp | 69.5%-38.7pp |
| Annual return | 49.74% | 27.68%+22.1pp | 148.54%-98.8pp | 81.00%-31.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,751 | $3,563-50.8% | $5,524-68.3% | $3,607-51.5% |
| Admin fee / account holder | $1,715 | $4,245-59.6% | $8,592-80.0% | $5,124-66.5% |