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 | $29,606 | $98,240-69.9% | $82,313-64.0% | $147,584-79.9% |
| Participation rate | 68.2% | 79.7%-11.5pp | 76.9%-8.7pp | 82.8%-14.6pp |
| Annual return | 22.05% | 30.85%-8.8pp | 25.88%-3.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,461 | $3,192-54.2% | $2,428-39.8% | $4,876-70.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,393 | $8,563-83.7% | $5,608-75.2% | $10,885-87.2% |