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 | $71,925 | $127,065-43.4% | $113,168-36.4% | $142,382-49.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 17.45% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,203 | $3,442-65.1% | $2,975-59.6% | $4,299-72.0% |
| Participant deferral / active EE | $1,847 | $5,716-67.7% | $5,107-63.8% | $6,507-71.6% |
| Admin fee / account holder | $29,767 | $15,736+89.2% | $12,068+146.7% | $12,624+135.8% |