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 | $41,267 | $117,983-65.0% | $101,794-59.5% | $142,382-71.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 11.01% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,481 | $2,773-46.6% | $2,289-35.3% | $4,299-65.5% |
| Participant deferral / active EE | $13,417 | $4,714+184.6% | $4,084+228.5% | $6,507+106.2% |
| Admin fee / account holder | $35,996 | $10,433+245.0% | $8,777+310.1% | $12,624+185.1% |