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 | $53,356 | $88,672-39.8% | $105,223-49.3% | $82,448-35.3% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 20.64% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,126 | $3,048-63.1% | $3,689-69.5% | $2,551-55.9% |
| Participant deferral / active EE | $2,186 | $4,036-45.8% | $5,072-56.9% | $4,139-47.2% |
| Admin fee / account holder | $7,697 | $7,146+7.7% | $8,859-13.1% | $7,234+6.4% |