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 | $42,925 | $89,753-52.2% | $107,525-60.1% | $84,808-49.4% |
| Participation rate | 34.4% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.9pp |
| Annual return | 16.75% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,346 | $3,113-56.8% | $3,754-64.2% | $2,631-48.9% |
| Participant deferral / active EE | $2,484 | $4,056-38.8% | $5,116-51.4% | $4,212-41.0% |
| Admin fee / account holder | $1,863 | $7,222-74.2% | $8,919-79.1% | $7,344-74.6% |