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 8-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 | $39,383 | $118,450-66.8% | $98,439-60.0% | $139,434-71.8% |
| Participation rate | 53.3% | 77.4%-24.1pp | 75.2%-21.8pp | 80.3%-27.0pp |
| Annual return | 14.39% | 18.94%-4.6pp | 21.16%-6.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,187 | $3,609-67.1% | $3,048-61.0% | $4,751-75.0% |
| Participant deferral / active EE | $3,725 | $5,392-30.9% | $4,738-21.4% | $6,710-44.5% |
| Admin fee / account holder | $602 | $14,026-95.7% | $8,948-93.3% | $11,403-94.7% |