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 | $22,744 | $77,899-70.8% | $149,673-84.8% | $75,163-69.7% |
| Participation rate | 63.5% | 65.6%-2.0pp | 78.8%-15.2pp | 67.2%-3.7pp |
| Annual return | 29.88% | 31.72%-1.8pp | 134.42%-104.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,639 | $3,137-47.8% | $4,818-66.0% | $2,670-38.6% |
| Participant deferral / active EE | $3,186 | $3,411-6.6% | $5,680-43.9% | $4,125-22.8% |
| Admin fee / account holder | $2,541 | $5,956-57.3% | $13,210-80.8% | $5,651-55.0% |