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 | $27,483 | $101,618-73.0% | $93,063-70.5% | $137,256-80.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 13.53% | 223.95%-210.4pp | 34.15%-20.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,901 | $2,707-29.8% | $2,476-23.2% | $4,156-54.3% |
| Participant deferral / active EE | $2,513 | $4,279-41.3% | $3,958-36.5% | $6,407-60.8% |
| Admin fee / account holder | $18,582 | $6,198+199.8% | $6,033+208.0% | $12,270+51.4% |