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 | $45,729 | $71,050-35.6% | $93,606-51.1% | $80,856-43.4% |
| Participation rate | 26.8% | 60.4%-33.6pp | 68.7%-41.9pp | 67.6%-40.8pp |
| Annual return | 11.48% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $829 | $1,564-47.0% | $2,420-65.7% | $2,755-69.9% |
| Participant deferral / active EE | $2,095 | $4,034-48.1% | $4,411-52.5% | $4,296-51.2% |
| Admin fee / account holder | $1,074 | $6,945-84.5% | $8,285-87.0% | $6,918-84.5% |