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 | $65,847 | $78,422-16.0% | $95,952-31.4% | $79,858-17.5% |
| Participation rate | 49.2% | 73.5%-24.3pp | 77.1%-27.9pp | 69.6%-20.4pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $959 | $1,945-50.7% | $2,541-62.2% | $2,471-61.2% |
| Participant deferral / active EE | $3,554 | $3,440+3.3% | $4,167-14.7% | $3,740-5.0% |
| Admin fee / account holder | $3,276 | $5,622-41.7% | $6,795-51.8% | $5,306-38.3% |