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 | $21,435 | $53,777-60.1% | $134,143-84.0% | $79,858-73.2% |
| Participation rate | 59.6% | 58.8%+0.8pp | 72.2%-12.6pp | 69.6%-10.0pp |
| Annual return | 14.87% | 19.01%-4.1pp | 36.33%-21.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $917 | $1,321-30.6% | $3,704-75.2% | $2,471-62.9% |
| Participant deferral / active EE | $3,210 | $2,420+32.6% | $3,499-8.3% | $3,740-14.2% |
| Admin fee / account holder | $2,138 | $3,984-46.3% | $6,684-68.0% | $5,306-59.7% |