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 | $41,824 | $92,985-55.0% | $153,485-72.8% | $80,856-48.3% |
| Participation rate | 48.1% | 69.0%-20.9pp | 77.1%-29.0pp | 67.6%-19.5pp |
| Annual return | 16.85% | 19.95%-3.1pp | 15.65%+1.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,732 | $3,507-50.6% | $5,039-65.6% | $2,755-37.1% |
| Participant deferral / active EE | $2,578 | $5,178-50.2% | $6,757-61.8% | $4,296-40.0% |
| Admin fee / account holder | $1,524 | $8,880-82.8% | $12,724-88.0% | $6,918-78.0% |