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 | $30,890 | $88,042-64.9% | $138,135-77.6% | $79,858-61.3% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.7%-21.6pp | 69.6%-12.5pp |
| Annual return | 15.59% | 20.58%-5.0pp | 20.51%-4.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,995 | $4,704+112.5% | $6,431+55.4% | $3,740+167.2% |
| Admin fee / account holder | $18,761 | $7,791+140.8% | $11,856+58.2% | $5,306+253.6% |