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 | $72,222 | $80,968-10.8% | $96,544-25.2% | $75,163-3.9% |
| Participation rate | 43.2% | 71.8%-28.5pp | 76.0%-32.7pp | 67.2%-23.9pp |
| Annual return | 22.74% | 27.06%-4.3pp | 25.84%-3.1pp | 160.62%-137.9pp |
| Employer contribution / active EE | $993 | $2,282-56.5% | $2,965-66.5% | $2,670-62.8% |
| Participant deferral / active EE | $3,969 | $3,928+1.0% | $4,851-18.2% | $4,125-3.8% |
| Admin fee / account holder | $19,761 | $6,724+193.9% | $8,252+139.5% | $5,651+249.7% |