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 | $35,180 | $62,132-43.4% | $185,823-81.1% | $73,488-52.1% |
| Participation rate | 42.9% | 67.8%-25.0pp | 78.0%-35.2pp | 70.7%-27.8pp |
| Annual return | 20.15% | 20.44%-0.3pp | 35.95%-15.8pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,360 | $1,681-19.1% | $4,087-66.7% | $2,270-40.1% |
| Participant deferral / active EE | $1,923 | $3,711-48.2% | $5,632-65.8% | $3,740-48.6% |
| Admin fee / account holder | $1,609 | $419+284.2% | $9,500-83.1% | $513+213.5% |