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 | $34,427 | $45,031-23.5% | $84,966-59.5% | $77,643-55.7% |
| Participation rate | 10.2% | 48.7%-38.5pp | 67.5%-57.3pp | 70.6%-60.4pp |
| Annual return | 11.82% | 79.22%-67.4pp | 66.38%-54.6pp | 31.24%-19.4pp |
| Employer contribution / active EE | $349 | $1,609-78.3% | $2,727-87.2% | $2,726-87.2% |
| Participant deferral / active EE | $671 | $2,807-76.1% | $4,519-85.2% | $4,647-85.6% |
| Admin fee / account holder | $4,014 | $912+340.2% | $6,149-34.7% | $430+832.5% |