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 | $39,719 | $65,390-39.3% | $169,368-76.5% | $71,457-44.4% |
| Participation rate | 44.6% | 67.0%-22.3pp | 77.1%-32.5pp | 67.9%-23.3pp |
| Annual return | 22.99% | 21.31%+1.7pp | 405.60%-382.6pp | 28.85%-5.9pp |
| Employer contribution / active EE | $1,877 | $2,079-9.7% | $4,013-53.2% | $2,588-27.4% |
| Participant deferral / active EE | $3,097 | $4,367-29.1% | $6,221-50.2% | $4,289-27.8% |
| Admin fee / account holder | $4,626 | $1,324+249.3% | $9,003-48.6% | $1,587+191.5% |