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 | $40,586 | $86,891-53.3% | $142,449-71.5% | $75,163-46.0% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.8%-36.8pp | 67.2%-27.2pp |
| Annual return | 20.92% | 23.31%-2.4pp | 19.99%+0.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,814 | $3,355-45.9% | $4,847-62.6% | $2,670-32.1% |
| Participant deferral / active EE | $4,001 | $4,938-19.0% | $6,283-36.3% | $4,125-3.0% |
| Admin fee / account holder | $5,374 | $7,299-26.4% | $10,011-46.3% | $5,651-4.9% |