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 | $39,968 | $74,888-46.6% | $71,209-43.9% | $142,382-71.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 20.84% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,538 | $2,854-46.1% | $2,721-43.5% | $4,299-64.2% |
| Participant deferral / active EE | $3,018 | $4,454-32.2% | $4,175-27.7% | $6,507-53.6% |
| Admin fee / account holder | $38,127 | $5,568+584.7% | $5,349+612.8% | $12,624+202.0% |