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 | $84,582 | $117,983-28.3% | $101,794-16.9% | $142,382-40.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.2%-15.9pp | 80.1%-26.8pp |
| Annual return | 13.09% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $672 | $2,773-75.8% | $2,289-70.6% | $4,299-84.4% |
| Participant deferral / active EE | $1,872 | $4,714-60.3% | $4,084-54.2% | $6,507-71.2% |
| Admin fee / account holder | $28,241 | $10,433+170.7% | $8,777+221.8% | $12,624+123.7% |